Rick Davis

Wealth Advisor

Rick joined Cedar Wealth Partners as a Wealth Advisor in 2019 after a 20-year career as an owner and CEO of an insurance and risk management firm where he worked directly with both commercial and personal clients while also overseeing the firm’s financial services practice. A strong desire to focus 100% on helping individual clients achieve financial freedom led Rick to launch his own firm, Q4 Advisors, focusing on insurance related products, and also to Cedar Wealth Partners, the combination of which allows Rick to meet the diverse needs of his clients.

Rick is a Butler University undergraduate in Accounting and obtained a Masters degree from the Purdue’s Krannert School of Management. He is also a Retirement Income Certified Professional and a Certified Financial Education Instructor.

Rick lives in Lafayette, Indiana where he enjoys spending time with his family, volunteering in the community with organizations such as Junior Achievement and serves as a continuing instructor in Purdue University’s Entrepreneurship and Innovation program.

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