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Cedar Mountain Advisors, LLC

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Qualified Retirement Plans

With experience in the industry, the goal of Cedar Mountain Advisors is to service the corporate, public, and non-profit employer-sponsored retirement plan decision makers by providing the highest level of consulting services and investment advice highlighting the primary need to meet important fiduciary obligations.

We divide our services into four key areas:  fiduciary consultation, investment advice, provider benchmarking and participant advocacy.  We’re not salespeople.  Rather, we are true consultants to the plans we serve.

Our mission is to protect you by minimizing fiduciary liability exposure inherent in the offering of an employer-sponsored retirement program.  We also endeavor to enhance investment performance for participants by keeping plan fees in check, providing sophisticated fiduciary oversight and implementing an investment process designed specifically for retirement plans. 

Contact us today to learn more about our approach to qualified retirement planning.

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

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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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