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

Financial Planning

Asset Management

Trusted Advisors

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

Who We Are

 

What We Do

 

 

What You Can Expect

We want to be your trusted advisor.
Let's get started.


Contact

Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Qualified Retirement Plans

 

Professional Asset Management​

 

Dynamic Financial Planning​

Home

Our Team

Learn more about our amazing team of professionals.

Photo of team member

Adam L. Woods, Co-founder

Senior Financial Advisor

Bio
Photo of team member

Bradley D. Patrick, Co-Founder

Chief Compliance Officer, Senior Wealth Management Advisor

CLU, ChFC

Bio
Photo of team member

Daniel J. Nance

Senior Financial Advisor

CFP®

Bio
Photo of team member

Rick Rogers

Senior Wealth Management Advisor

CFP®, CRPC

Bio
Photo of team member

Todd Smithpeter

Senior Financial Advisor, Director of Retirement Plan Consulting

AIF®

Bio
Photo of team member

Nathan K. Coffey

Financial Advisor

CFP®

Bio
Photo of team member

Joyce Keane

Assistant

Bio
Photo of team member

Mary Kay Beaudoin

Registered Office Assistant

Bio
Photo of team member

Austin Ek

Client Service Specialist

Bio

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