Why Us?

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

 

Who We Are

 

What We Do

 

What You Can Expect

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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.

 

 

Qualified Retirement Plans

 

Professional Asset Management

 

Dynamic Financial Planning

Our Team

Learn more about our amazing team of professionals.

Adam Woods

Adam L. Woods, Co-founder

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

Bradley D. Patrick, Co-Founder 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

Daniel J. 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

Rick Rogers CFP®, CRPC

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

Todd Smithpeter AIF®

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

Nathan K. Coffey CFP®

Financial Advisor

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

Joyce Keane

Joyce Keane

Assistant

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

Mary Kay Beudoin

Mary Kay Beaudoin

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)

Austin Ek

Client Service Specialist

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