Cedar Point Capital

Cedar Point Capital Partners delivers comprehensive financial planning and wealth management services. The firm offers an ensemble approach that integrates tax and estate planning with private wealth management, alongside services like retirement plan and endowment management. Utilizing innovative financial technology, Cedar Point Capital Partners employs evidence-based investment strategies, operating as a fee-only, fiduciary-grade advisor dedicated to their clients’ financial interests.

The company was formed by a team of experienced professionals, including David Ernst, Trent Von Ahsen, and Bridget Meier, driven by a desire to cultivate lasting client relationships rather than focus solely on transactions. Their insight stemmed from recognizing a need for a more personalized, relationship-focused approach within the financial services industry, contrasting with prevailing transactional models.

Cedar Point Capital Partners serves a diverse clientele, encompassing both individual clients seeking holistic financial life planning and business and institutional clients requiring fiduciary consulting. Based in the Iowa City-Cedar Rapids Corridor, the firm extends its services nationally. Their long-term vision is to establish themselves as a trusted partner, guiding clients to plan their future through a deep understanding of their unique financial needs.