At Red Cedar Wealth Advisors, we are dedicated to providing our clients with tailored financial solutions to assist them in reaching their financial goals. We strive to set ourselves apart from the competition by providing value to our clients in the following ways: 

Our customers always come first. From the way we have structured our business, to the way we manage portfolios and the investment philosophy we follow, our approach is designed to ensure that servicing clients is our main focus. We want to assure that we are always meeting or exceeding your expectations.

Our desire is to educate clients, help simplify and organize their financial lives, and create a sense of confidence both for today and the future. If you ever have any questions, don’t hesitate to ask your advisor for the clarification you need. You can always trust us to do the right thing and know that we have your best interests in mind at all times.

We utilize established money managers and investment vehicles. In addition, we provide regular performance reporting on your investments so that you can see where you are financially and make adjustments as necessary.

We take pride in utilizing the latest and most advanced technologies in the industry. These tools allow us to analyze trends and advise clients with the most up-to-date information available.

One of the most exciting tools provided to our clients free of charge is E-Money Advisor. This tool is a customized money management software that allows an individual to upload information from nearly all types of accounts, including bank accounts, brokerage accounts, credit cards, investments, loans, etc. in one location. It allows you to set financial goals and track income and expenses by category and chart your progress. This is an incredibly powerful tool that truly sets us apart from the competition.