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We are Cedar.

We are Cedar.

One team being financially creative for you.

We are a fee-based independent investment advisory firm, which means that we do not provide any proprietary products. We recommend investment products to our clients based on the needs of the client and not based on potential commissions to be generated. In our capacity as a fiduciary, we always have your best interests at heart. We will work with you to identify your goals, and then we will craft a financial plan designed to support those goals. 

Ty Needler

Ty Needler

Managing Partner | Wealth Advisor

812-232-4570

Steve Kyburz

Steve Kyburz, QPA, QKA

Founding Partner | Director of Corporate Retirement Solutions

Kimberly Custer

Kimberly Custer, CMT, CRPC

Founding Partner | Director of Operations

(317) 559-2945

Kyle Marburger

Kyle Marburger

Wealth Advisor | Corporate Retirement Plan Advisor

(317) 559-2944

Rick Davis

Rick Davis

Wealth Advisor

765-566-7340

Carrie Spencer Maschino

Carrie Spencer Maschino

Operations Manager

812-232-4570

Why Us?

Independent, Fee-Based

Our firm is independent of large banks or brokerage firms allowing for independent advice built on education, experience, and knowledge. Our fee is based on your growth and disclosed up front both clear and transparent.

Comprehensive

In helping clients grow, preserve and transfer wealth, we tend to the details without ever losing sight of the big picture. Our consultative approach creates blueprints that our clients can use to rally all their professional advisors to pursue comprehensive, agreed-upon goals.

Fiduciary Duty

We are compensated only by our clients never products. As a fiduciary, we are held to the highest legal standard (duty of care) in financial services which requires our advice and recommendations to always be in your best interest.

Client-First Philosophy

Our firm was built for and around our clients. We believe an open and transparent, client-centered relationship is the key to long-term success. Our thorough wealth planning process is driven by listening first, formulating a strategy, and following through with advice and professional service.

Our Process

Our proven process helps us get to know you - your passions, goals, needs and wants. 

Are We a Fit?

It's important for you and a financial advisor to get to know one another before working together. Whether you’re determining your vision for retirement, looking to finalize your estate plan or planning to retire soon, we will help you discover where your life and financial goals intersect.

Introduction

From the moment you schedule a consultation, we go to work for you – connecting you with an advisor suited to handle your unique needs. 

Proposal

After understanding every financial and non-financial asset in your life, we create a personalized wealth plan – a plan that’ll serve as the road map toward your goals.


Data Gathering

We take a holistic approach to wealth planning by understanding your life goals and risk tolerance. In order to build a wealth plan that’ll set you on the path toward your goals, we take a comprehensive look at your life and finances.


Our Process

Our proven process helps us get to know you - your passions, goals, needs and wants. 


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