Fee-Only Financial Planning, Retirement Planning, and Wealth Management in the Portland area
Do you want to:
- Have clarity on where you want to go.
- Have a plan on how you are going to get there.
- Avoid costly financial mistakes.
- Feel organized and in control.
- Achieve your goals and dreams.
- Work with a trusted advisor that puts your interests first.
If you are looking for independent, objective financial planning, retirement planning, and wealth management services, you have come to the right place. Cedar Financial Advisors, LLC is a Registered Investment Advisor in the state of Oregon offering fee-only financial planning and wealth management services. Our local communities include Portland, Beaverton, Hillsboro, and Tigard.
Mission: Provide individuals and families with a trusted and enduring advisory relationship so that they may realize personal goals by achieving long-term financial well-being.
Peggy Kessinger and Tim Kober, CERTIFIED FINANCIAL PLANNER™ professionals, help clients develop specific financial and life goals and then assists them in reaching those goals by providing advice in the areas of risk management and insurance, income tax planning, retirement planning, investments and estate planning. Since the firm operates on a fee-only basis and does not accept commissions, their advice can remain completely objective.