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Cedar Mountain Advisors, LLC

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What We Do

It all starts with you. So before we do anything, we listen—to you. And when we do that the value of our financial knowledge grows in multiples. We work directly with you to understand your goals and organize your financial life. We are objective in our work and provide you with education without jargon so your knowledge and understanding grows, too. We empower you to follow through on financial commitments by designing a personalized investment approach to match your needs and support your goals. We anticipate future life events and changes and strive to be financially prepared for them. We do this together--through our partnership that is with you—not just for you.

About

  • Who We Are
  • What We Do
  • What You Can Expect
  • Accreditations

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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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