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Cedar Mountain Advisors, LLC

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Professional Asset Management

As fiduciaries to our clients, we take the responsibility of overseeing and directing our client’s investment wealth with the utmost focus, dedication and commitment. Through our proprietary investment management program, Cedar Mountain Advisors’ highly experienced team of analysts and advisors develop, monitor and update client portfolios on a continual basis. These portfolios are managed in an ongoing effort to enhance the overall risk/reward balance of our diversified asset allocation models. Through careful due-diligence and planning, our advisors discover your short, medium and long-term objectives and then align them with the most appropriate asset allocation model designed specifically to meet your individual financial needs.

Utilizing technology, transparency and education, it is our goal to provide you with more confidence in knowing that your wealth is being managed in accordance with your best interests and goals. It is for this reason we seek to maintain close coordination between the portfolios we manage and your ever changing life.  This holistic approach between our professional investment management program and your unique needs allows us to connect your investments to your financial path.

Contact us today to learn more about our approach to investment management.

Services

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

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We would love the opportunity to become your trusted advisor.
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Phone: (503) 224-6868
Fax: (503) 224-6887
Toll Free: 1-(877)-826-2739

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

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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.

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