Cedar Summit Financial Advisors

Our team is focused on providing customized investment advice and unparalleled service. We incorporate the global resources of the RBC platform to offer bespoke investment solutions to families, trusts, corporations, foundations and charitable organizations.

Our team is dedicated to implementing customized investment strategies designed to provide the service, solutions, and strategies needed to help preserve capital, maintain growth and prepare for the transfer of wealth. Our customized estate planning approach may include working with your legal and tax advisors to confirm we are driving the best possible outcome for you. We bring a financial consulting discipline to the investment process and view our client relationships as life long. We look forward to the opportunity to assist you with your wealth management needs.

In addition to our core wealth management solutions, such as estate planning services and retirement planning, we are proud to offer:

Tailored Lending
Insurance Services
Corporate Retirement Solutions
Corporate Cash Services
Structured Settlement Services

Latest Insights

adult-son-browsing-photobook-with-senior-father-in-page

How my father’s dementia diagnosis woke me up to the real cost of care

Jun 09, 2026 | |

By 2040, an estimated 11.6 million Americans will live with cognitive decline, affecting nearly all families, according to data from the Alzheimer’s Association.

notebook with bucket list and cup of coffee

The re-imagined bucket list: How to finance your dreams

Jun 09, 2026 | |

The bucket list has evolved into a more flexible life manifesto to meet the needs of a new kind of retirement.

American economic milestones: A look back at 250 years of U.S. financial history

Jun 08, 2026 | |

From early banking to modern retirement accounts, learn how defining moments in the U.S. economy shaped personal wealth management strategies today.

The 2020 Forbes "Best-In-State Wealth Advisors" award was announced January 2020. Data as of 6/30/2019. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2021 Forbes "Best-In-State Wealth Advisors" award was announced February 2021. Data as of 6/30/2020. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2022 Forbes "Best-In-State Wealth Advisors" award was announced April 2022. Data as of 6/30/2021. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2023 Forbes "Best-In-State Wealth Advisors" award was announced April 2023. Data as of 6/30/2022. The award was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

The 2024 Forbes "Best-In-State Wealth Advisors" award was announced April 2024. Data as of 6/30/2023. The award was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor based on qualitative criteria such as: best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance. For more information: www.SHOOKresearch.com.

May 18, 2022

Affiliated Trading Programs (10b5-1 Plans)

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Cedar Summit Financial Advisors

Meet the team

Personal relationships. Global resources.

Latest Insights

How my father’s dementia diagnosis woke me up to the real cost of care

The re-imagined bucket list: How to finance your dreams

American economic milestones: A look back at 250 years of U.S. financial history

Let's take the next step together

Create your retirement paycheck

Proud to work with a nationally recognized teammate

Resources

Global Insight Monthly

Midterms, the market, and what matters

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