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Cedar Mountain Advisors, LLC

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Who We Are

Cedar Mountain Advisors is a boutique-consulting firm founded in 2006 offering comprehensive financial planning and professional asset management services. Our financial advisors serve as independent wealth management consultants by providing a consistent, yet individualized approach based on your independent goals and needs.  Simply, we are advocates for you.

Our advisors average nearly 20 years of industry experience, yet are still 20+ years from their own retirement. As a result, we believe our clients can have more confidence up to and including their retirement years knowing that their advisor will continue to work alongside them for years to come. As Cedar Mountain Advisors has grown, we’ve remained focused on adding people who demonstrate integrity, an ability to work together as a team, and a deep level of expertise in their respective specialties. Today, each of our valued professionals continues to add to the collective experience and knowledge of our entire team and, ultimately, to the long-term well-being of our clients.

 

Photo of team member

Adam L. Woods, Co-founder

Senior Financial Advisor

Bio
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Bradley D. Patrick, Co-Founder

Chief Compliance Officer, Senior Wealth Management Advisor

CLU, ChFC

Bio
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Daniel J. Nance

Senior Financial Advisor

CFP®

Bio
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Rick Rogers

Senior Wealth Management Advisor

CFP®, CRPC

Bio
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Todd Smithpeter

Senior Financial Advisor, Director of Retirement Plan Consulting

AIF®

Bio
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Nathan K. Coffey

Financial Advisor

CFP®

Bio
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Joyce Keane

Assistant

Bio
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Mary Kay Beaudoin

Registered Office Assistant

Bio
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Austin Ek

Client Service Specialist

Bio

About

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

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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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