Cedar Brook Financial Partners is a financial planning firm based in Portland, OR that believes in the power of the individual in achieving financial success. They have developed a unique approach called The Humanity FactorTM, which focuses on understanding each client's personal goals, relationships, and contributions in order to provide tailored financial advice and planning.
With a mission to overcome the number-centric conversations prevalent in the industry, Cedar Brook aims to honor their clients as the central figures in their own financial planning. By taking into account the individual's values, passions, and life's work, they strive to provide prudent and wise advice that aligns with their clients' unique circumstances and aspirations.
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