Cedar Mountain Advisers
Cedar Mountain Advisors, LLC is a privately held, boutique financial advisory firm founded in 2006 in Lake Oswego, Oregon, providing fee-based financial planning, professional asset management, and retirement plan consulting to high net worth individuals, corporate clients, and plan sponsors.
- Company typePrivate
- Founded2006
- HeadquartersLake Oswego, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Cedar Mountain Advisers does
Cedar Mountain Advisors, LLC is a privately held, boutique financial advisory firm founded in 2006 and headquartered at 5285 Meadows Rd in Lake Oswego, Oregon, that delivers fee-based investment advisory and wealth planning services to high net worth individuals, corporate clients, and plan sponsors. The firm operates three integrated core service lines: Dynamic Financial Planning (an ongoing, proactive planning engagement covering asset allocation, risk management, retirement, Social Security, pension, tax, estate, and philanthropic planning), Professional Asset Management (a proprietary investment management program in which analysts and advisors develop, monitor, and rebalance client portfolios across diversified asset allocation models), and Qualified Retirement Plans (fiduciary consultation, investment advice, provider benchmarking, and participant advocacy for employer-sponsored plans). It is co-founded and actively managed by Adam L. Woods (Co-Founder and CIO) and Bradley D. Patrick (Co-Founder and Chief Compliance Officer), supported by approximately five additional producing advisors and administrative staff.
The firm does not develop proprietary technology. Its technical stack consists of two third-party integrations: Schwab Alliance, which provides clients brokerage account access and custody for managed assets, and eMoney, which delivers comprehensive wealth planning, goals tracking, and advisor-client collaboration functionality. Production advisors carry industry designations including CFP, AIF, ChFC, CLU, and CRPC, with the team averaging nearly 20 years of industry experience.
Cedar Mountain's business model is built on fee-based, recurring advisory engagements entered into via investment advisory or financial planning agreements, supplemented by project-based professional services for retirement plan consulting engagements. Specific fee schedules are not publicly disclosed. GTM is predominantly sales-led and relationship-led: the firm relies on direct advisor outreach, client referrals (with an explicit 'Tell a Friend' program on its website), and credentialed marketing (prominent display of fiduciary and planning designations) to acquire clients in its local Pacific Northwest market. There is no evidence of external funding, institutional ownership, or M&A activity; the firm remains founder-owned and operated.
Cedar Mountain Advisers firmographics
Firmographics- Name
- Cedar Mountain Advisers
- Legal name
- Cedar Mountain Advisors, LLC
- Website
- https://cmapdx.com
- Company type
- Private
- Founded year
- 2006
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Cedar Mountain Advisors, LLC is a privately held, boutique financial advisory firm founded in 2006 in Lake Oswego, Oregon, providing fee-based financial planning, professional asset management, and retirement plan consulting to high net worth individuals, corporate clients, and plan sponsors.
- Ownership category
- akta.pro rank
Cedar Mountain Advisers industry classification
Industry- Product category
- Wealth Management and Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industries
- Fee-Based Advisory (FSAEAAAM), Business Owner & Executive Financial Planning (FSAEAAAO)
Keywords
Where Cedar Mountain Advisers is headquartered
LocationHeadquarters
- HQ city
- Lake Oswego
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Cedar Mountain Advisers business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based financial planning and investment advisory services provided after clients enter into an investment advisory or financial planning agreement. Services include comprehensive financial planning, professional asset management, and qualified retirement plan consulting.
- Professional Asset Management: Ongoing management of client investment portfolios through their proprietary investment management program. Advisors develop, monitor, and update client portfolios on a continual basis using diversified asset allocation models.
- Qualified Retirement Plan Consulting: Fiduciary consultation, investment advice, provider benchmarking, and participant advocacy services for corporate, public, and non-profit employer-sponsored retirement plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fee-based advisory services |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
Cedar Mountain Advisers product offering
Product offeringCore offering
Cedar Mountain Advisers is a boutique financial advisory firm that provides fee-based investment advisory and wealth planning services to high net worth individuals and corporate clients. Its core offerings are Dynamic Financial Planning, Professional Asset Management, and Qualified Retirement Plans consulting. Services are delivered only after clients enter into an investment advisory or financial planning agreement and are supported by third-party platforms including Schwab Alliance for account access and eMoney for planning.
Product overview
Cedar Mountain Advisors is a boutique financial advisory firm that offers three integrated core services: Dynamic Financial Planning, Professional Asset Management, and Qualified Retirement Plans. Dynamic Financial Planning provides ongoing, holistic wealth management addressing all aspects of a client's financial life. Professional Asset Management delivers proprietary investment management with continuous portfolio monitoring and risk/reward optimization. Qualified Retirement Plans offers fiduciary consultation and investment advice to employer-sponsored retirement plans. These services work together to provide comprehensive financial planning and professional asset management to individuals and corporate clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Dynamic Financial Planning
Companies that use Cedar Mountain Advisers
Customer profileSegments3 records
Ideal customer profiles3 records
Cedar Mountain Advisers technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Cedar Mountain Advisers partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Schwab AlliancesupportingSchwab Alliance provides brokerage account access for Cedar Mountain Advisors clients. This platform integration allows clients to view their managed investment accounts and portfolio performance through Schwab's established brokerage infrastructure.
Scale indicators3 records
Recent moves5 records
Cedar Mountain Advisers competitors and assessment
Company assessmentDirect peers
- Moneta Group: Fee-only RIA serving HNW individuals with financial planning, investment management, and retirement plan services. Directly comparable multi-service fiduciary advisory model.
- Buckingham Strategic Wealth: Fee-only RIA focused on evidence-based financial planning and asset management for HNW clients. Directly comparable as a fiduciary, fee-based advisory firm with similar service offering.
- Edelman Financial Services: Fee-only RIA offering comprehensive financial planning and asset management to HNW individuals and families. Directly comparable as a multi-advisor fee-based planning and wealth management firm.
- Aspiriant: Fee-only wealth management firm serving HNW individuals, families, and institutions with integrated financial planning and investment management. Comparable boutique RIA with similar HNW focus.
- Carson Wealth: National RIA with a similar mix of HNW financial planning and corporate retirement plan consulting. Comparable boutique-to-mid-market fee-based advisory model with fiduciary positioning.
- Waldron Private Wealth: Boutique fee-based RIA providing comprehensive financial planning and investment management to HNW families. Closely comparable in scale and service mix to Cedar Mountain.
- Capstone Financial Advisors: Fee-only RIA providing financial planning and investment advisory services to HNW clients and corporate retirement plans. Directly comparable service mix and client segments.
Broad incumbents
- Mercer Advisors: National RIA acquired by Oak Hill Capital; specializes in HNW financial planning and retirement plan consulting. Directly comparable service mix (financial planning + asset management + retirement plans) and HNW/corporate client base.
- Fisher Investments: Large private RIA managing hundreds of billions across institutional and HNW client segments. Comparable as a fee-based, privately-held investment advisory firm serving HNW individuals with discretionary asset management.
- Schwab Intelligent Portfolios: Schwab's robo-advisory platform integrated via the firm's existing Schwab Alliance partnership. Relevant as the competitive lower-fee alternative pressing on Cedar Mountain's asset management fees.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Cedar Mountain Advisers compliance and trust
Trust signalCompliance5 records
Cedar Mountain Advisers financial estimates
Financial estimateRevenue estimate
Valuation estimate
Cedar Mountain Advisers leadership team
Management profileNumber of profiles
Profiles8 records
Cedar Mountain Advisers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Cedar Mountain Advisers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Cedar Mountain Advisers
What does Cedar Mountain Advisers do?
Cedar Mountain Advisers is a boutique financial advisory firm that provides fee-based investment advisory and wealth planning services to high net worth individuals and corporate clients. Its core offerings are Dynamic Financial Planning, Professional Asset Management, and Qualified Retirement Plans consulting. Services are delivered only after clients enter into an investment advisory or financial planning agreement and are supported by third-party platforms including Schwab Alliance for account access and eMoney for planning.
Is Cedar Mountain Advisers a public or private company?
Cedar Mountain Advisers is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Cedar Mountain Advisers founded?
Cedar Mountain Advisers was founded in 2006. It employs 11 to 50 people.
Where is Cedar Mountain Advisers based?
Cedar Mountain Advisers is headquartered in Lake Oswego, United States, in the North America region.
How does Cedar Mountain Advisers make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are professional Asset Management and qualified Retirement Plan Consulting.
Who are Cedar Mountain Advisers's main competitors?
Direct peers on record are Moneta Group, Buckingham Strategic Wealth, Edelman Financial Services, Aspiriant, Carson Wealth, Waldron Private Wealth and Capstone Financial Advisors. Broad incumbents are Mercer Advisors, Fisher Investments and Schwab Intelligent Portfolios.
Does Cedar Mountain Advisers have an API?
No public API is recorded for Cedar Mountain Advisers.
What industry is Cedar Mountain Advisers in?
Cedar Mountain Advisers's product category is Wealth Management and Financial Advisory Services. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAM, Fee-Based Advisory. Its NAICS code is 523940 and its SIC code is 6282.