We are Cedar Group. Straightforward, honest, financial advisors.
Our
Values
Transparency
We believe financial decisions should never feel like a black box. We communicate clearly, explain our reasoning, and make sure you always know where your money is going and why.
Innovation
The financial landscape evolves constantly. We stay ahead of it — bringing modern strategies and tools to our clients so they can make smarter decisions and stay competitive in any market condition.
Compassion
Behind every financial plan is a person with real goals, real concerns, and real stakes. We take the time to understand your full picture before we recommend a single strategy.
Respect
It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.
OUR PEOPLE
Our team of professionals believe financial literacy should be accessible to everyone.
Dallas Moreno
Senior Financial Analyst
Sofia Pazari
Junior Financial Analyst
Monet Goode
Senior Financial Analyst
Laurie Payton
Founder, CEO
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