At Cedar Brook Group, we’ve created a motto to summarize both our belief system around financial planning, and the culture we celebrate in our firm every day. We call it The Humanity FactorTM.

In our observation, when smart people reach out for help with their financial affairs, they often walk head-on into a wall of confusion. They’re seeking clarity and confidence and instead they’re often met with the exact opposite.

We believe it’s because, over time, the industry has convinced consumers that planning is about numbers first and mostly. It’s the classic conversation of “when do you want to retire and how much do you need a year?” The conversations can feel hollow, making it tough to get grounded about what you’re hearing, and whether it makes sense for you personally.

The Humanity Factor represents our commitment to celebrating clients as the central figures in their own planning. We believe that in doing so, together we can achieve unprecedented results.

Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.

Investment Management

Cedar Brook Group

William Glubiak

Mark Munday

Jon Arntz

Edward Detomaso

William Hawke

Mordechai Khaimov

Kenneth Rogat

Jennifer Toth

David Robertson

Azim Nakhooda

Adam Philipp

Barbara Baxter

Robert Graham

Shannon Oddi

Richard S. Block

Kenneth Buzek

Bridget Deska

Bill Heavilin

The Client Services team at Cedar Brook Group is dedicated to fostering strong relationships with clients, ensuring their financial planning experience aligns with The Humanity Factor philosophy. This team of Client Relationship Managers and Financial Advisors works collaboratively to provide personalized guidance, addressing clients' unique needs and helping them navigate their financial journeys with clarity and confidence. Through ongoing support and tailored strategies, they empower clients to become active participants in their own financial planning.

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