Why Us?

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

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


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.


Our Team

Learn more about our amazing team of professionals.

Adam Woods
Senior Financial Advisor

Adam L. Woods is Co-Founder, Chief Investment Officer, and Senior Financial Advisor of Cedar Mountain Advisors, LLC. ...

Bradley D Patrick CLU, ChFC
Chief Compliance Officer, Senior Wealth Management Advisor

Bradley (“Brad”) D. Patrick is the Co-Founder and a Managing Partner of Cedar Mountain Advisors, founded in 2006. Brad...

Daniel Nance, CFP
Senior Financial Advisor

Daniel (Dan) J. Nance is a Senior Financial Advisor and Certified Financial Planner (CFP®) of Cedar Mountain Advisors...

Rick Rogers, CFP
Senior Wealth Management Advisor

Rick Rogers, CFP®, CRPC, is a Senior Financial Advisor with Cedar Mountain Advisors.  He brings nearly 20 years of...

Todd Smithpeter
Senior Financial Advisor, Director of Retirement Plan Consulting

Todd Smithpeter is a Senior Financial Advisor and Director of Retirement Plan Consulting of Cedar Mountain Advisors. ...

Nathan Coffey, LTC
Financial Advisor

Nathan K. Coffey, CFP® is a Financial Advisor and Certified Financial Planner (CFP®) at Cedar Mountain Advisors.  Nathan...

Joyce Keane

Joyce Keane joined Cedar Mountain Advisors in 2011 providing multiple levels of office, operational, and client support...

Mary Kay Beudoin
Registered Office Assistant

Mary Kay Beaudoin joined Cedar Mountain in 2010.  She is a Registered Office Assistant with Cedar Mountain Advisors. ...

Austin Team Photos 2MB (2 of 9)
Client Service Specialist

Austin Ek joined Cedar Mountain Advisors in 2019. He coordinates schedules and client meetings for multiple advisors in...