Cedarwood Financial Partners offers many financial services to include Investing for both Individual investors and Business investors. Our services include preparing for retirement, living in retirement, college planning, planning your legacy, executive benefits, 401k plan management, and exit/ succession plans. All with a holistic wealth management approach.

Cedarwood Financial Partners was launched with the goal of creating a firm that felt like family to both the clients and partners. We trace our roots back to 1996 when our Senior Partner and Founder began serving individual investors in Central Texas. He learned that serving clients well is much more than just offering financial products. Here at Cedarwood we begin with knowing you on a deeper level: your family, hobbies, your worries, and life goals. With 70+ years of combined experience we will serve you more deeply, walking alongside you throughout life’s circumstances offering a hand, a high five, or a hug.