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 Financial Planning team at Cedar Brook Group is dedicated to transforming the client experience by prioritizing personal stories and aspirations over mere numbers. By blending expertise in financial strategies with a deep understanding of individual client needs, the team fosters clarity and confidence in financial decision-making, ensuring that clients feel empowered and grounded in their planning journey. Through a personalized approach, they celebrate clients as central figures in their own financial narratives, striving to achieve meaningful and lasting results.

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