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.

 

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
Assistant

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...