You're Ready for a Change, We're Here for You.

Succession and Growth Opportunities

If you’re looking for solutions to succession planning, career growth, a merger, or to be acquired by a firm where clients are above all else – let’s see if we’re a fit. Learn more about which option might be right for your firm below.

  • Find a Succession Solution

    Are you looking at retirement options or planning to sell your book of business? Leave your clients with a firm that shares your values. We can help you put a succession plan in place through an in-depth valuation process and seamless client service.

    Build a Plan You Can Count On

    Our team of professionals will help you weigh your options – merger or acquisition – and develop a plan that makes the most sense for you, both financially and culturally.

    Find Out What Your Business is Really Worth

    Every succession plan begins with an in-depth business valuation where you’ll find out exactly what your firm is worth, thanks to our specialized Mergers & Acquisitions team.

    Uninterrupted Service for Your Clients

    When you’re ready for succession, having a plan will ensure that your clients are taken care of during and after the transition.

    Interested in Our Opportunities?
  • Grow with Us

    At Cedar Wealth Partners, we help advisors grow their careers, attract new clients, and deliver an outstanding client experience. If you’re looking for an opportunity to accelerate the growth of your practice, you might be the right fit for our team.

    Find Out if We're a Fit

    So, what would make you a fit with Cedar Wealth Partners? We work with growth-minded advisors who strive to be the most trusted for financial advice. If you can deliver on those two factors, we can deliver on plenty more.

    Deliver an Award-Winning Client Experience

    The client technology at Cedar Wealth Partners is as innovative as it is easy to use. Connect with your clients in a new way – communicate within the software, track task items, integrate managed and external accounts, and more.

    Interested in Our Opportunities?

Advisor Form

Please type your full name.

Invalid email address.

Invalid Input

Invalid Input

Invalid Input

hat are you most interested in?

Invalid Input

Invalid Input

© Cedar Wealth Partners.   ADV   |   Disclosures

Securities offered through Charles Schwab & Co., Inc. Member FINRA/SIPC.
To Check Firm or Individual Backgrounds please go to
Powered by AdvisorFlex.