Resources
To learn how to become a great consumer of these benefits, please use the resources below. These resources are available to you through our partnership with this vendor.
Cedar Mountain Advisors, LLC is an SEC Registered Investment Advisory firm providing retirement plan consulting, customized asset management, and comprehensive wealth planning. Cedar Mountain’s professional advisors enjoy an average of over 25 years of experience and have diverse areas of expertise within the financial services industry. Cedar Mountain Advisors is independent of service providers & investment managers. Cedar Mountain Advisors acts as a named fiduciary for your retirement plan.
Schedule a 1-on-1 Appointment
Click the link to schedule an appointment with a Cedar Mountain advisor Todd Smithpeter.
From Todd Smithpeter:
I am conducting on-line personal meetings. I encourage you to sign up for a 30-minute call. Please have your account log-in credentials and we can screen-share to review your account. Happy to discuss your current Retirement Account or discuss any topics you would like related to the retirement plan or economic and investment discussions.
To schedule a meeting, you can access my calendar with the link below. You can invite multiple people by adding their email. My online scheduling is available daily during normal business hours and early evenings two days a week. If you would like a time that is not available, please email me and we can set it up.
Schedule a meeting with me here:
If you need more options or are having troubles scheduling using the online scheduler, please contact Austin Ek at Cedar Mountain Advisors.
- aek@cmapdx.com
- 503-937-2465
- 877-826-2739 ext. 2465