Skip to main content

Cedar Mountain Advisors, LLC

  • Home
  • About 
    • Who We Are
    • What We Do
    • What You Can Expect
    • Accreditations
  • Services 
    • Overview
    • Dynamic Financial Planning
    • Professional Asset Management
    • Qualified Retirement Plans
  • Account Access
  • Contact

    You are here

  1. Home
  2. Services
  3. Dynamic Financial Planning

Dynamic Financial Planning

We’ve found that the term “financial planning” has, in many ways, devolved into a nebulous concept with uncertain deliverables.  Our efforts are not designed to simply provide a one-and-done document that often ends up tucked away in a file gathering dust.  Rather, the essence of our dynamic financial planning is based on planning and responding with you, whenever necessary, as key decision-making moments arise during your life.  We proactively monitor the financial landscape and are ready to respond during life’s unpredictable moments. This active approach provides important insight and analysis allowing you to make the most informed and best decisions possible for your present and future.  Giving you the important confidence that we all need.

We take pride in our holistic approach to your wealth management.  We seamlessly partner with other service professionals working in support of your financial health.
This collaboration enables us to weave your dynamic financial plan together by addressing either all or select aspects of the following:

o   Asset Allocation

o   Investments

o   Personalized Goal Review

o   Risk Profile

o   Cash Flow Analysis

o   Risk Management

o   Debt Management

o   Retirement Planning

o   Social Security Analysis

o   Pension Analysis

o   Tax Planning

o   Estate Planning

o   Philanthropic Goals

 

Contact us if you are interested in learning more about our Dynamic Financial Planning process.

Services

  • Overview
  • Dynamic Financial Planning
  • Professional Asset Management
  • Qualified Retirement Plans

Book a Meeting

Tell a Friend

Contact Us

We would love the opportunity to become your trusted advisor.
Get in touch with us today!

Get to know us

Phone: (503) 224-6868
Fax: (503) 224-6887
Toll Free: 1-(877)-826-2739

5285 Meadows Road Suite #360, Lake Oswego, OR 97035

Get Directions

Quick Message

  • Sitemap
  • Legal, privacy, copyright and trademark information
Please click this link for Cedar Mountain Advisors' Client Relationship Summary (Form CRS) 

Cedar Mountain Advisors, LLC only offers investment advisory services after clients have entered into an investment advisory or financial planning agreement confirming the terms of engagement and have been provided a copy of CMA's ADV Part 2A brochure document.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.  This website does not constitute a complete description of our investment advisory services or any past performance.  Information throughout this site, whether stock quotes, charts, articles, or any other statement or statements regarding market or other financial information, is obtained from sources which we and our suppliers believe to be reliable.  However, we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are any indication of future performance. THERE ARE NO WARRANTIES, EXPRESSED OR IMPLIED, AS TO ACCURACY, COMPLETENESS, OR RESULTS OBTAINED FROM ANY INFORMATION POSTED ON THIS OR ANY 'LINKED' WEBSITE.

© 2023 Cedar Mountain Advisors, LLC. All rights reserved.

Website Design For Financial Services Professionals