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About Us : Our History

Founded in 2009, CedarPoint Investment Advisors, Inc. is an independent, SEC registered investment advisory firm that serves a variety of clients, with a core group of business owners, physicians, executives and professional individuals throughout the United States.

CedarPoint’s founders had a vision to be free of product sales, to offer unbiased advice to their clients, and to be able to think independently for the sole benefit of their clients. The two partners, Bob Dignan and Dan Wilson, come from different backgrounds complementing each other. Bob’s entrepreneurial background is easy to see, having co-founded Cardinal Investment Services in February of 2000 to move away from the “accepted use” of high commission products. Dan came from an institutional background highly versed in money management, financial planning and overall holistic approach to a client’s wealth. CedarPoint is the direct result of these two visions and backgrounds, and continues to evolve as a cutting edge investment advisory firm that operates solely for the benefit of the client. “When the client wins, we win.”

CedarPoint provides a broad range of sophisticated professional services offering in-house expertise on financial planning, investment management, performance reporting, education funding, tax efficient charitable giving strategies, tax planning, and estate planning. Our strength is in our attention to detail, and our ability to integrate that attention into our holistic approach to develop, implement, and continually monitor your specific financial and investment strategy.

While our clients are diverse and unique, a “typical client” of CedarPoint is generally a business owner, physician, executive or professional that has a strong desire to find a more complete and concise organization of their personal financial life. It is CedarPoint’s goal to become our client’s personal CFO or “financial quarterback” giving them one point of contact for all their personal financial questions. If you and your family are looking for a firm to act in your family’s best interest we invite you to join us.