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Local Investment Advisers named to the "Best Financial Advisers for Doctors"

FOR IMMEDIATE RELEASE:
Delafield, Wisconsin – December 12, 2011

Medical Economics Journal has recently named Daniel W. Wilson, CFP® and Robert T. Dignan, CFP®, of CedarPoint Investment Advisors, Inc. in Delafield, Wisconsin to the 2011 List of the United States Best Financial Advisers for Doctors. The list is compiled annually from nominations received by the Journal, and final selection is based upon a selection methodology that is evaluates an adviser's knowledge and experience, as well as their good standing in the investment profession as demonstrated by their commitment to maintaining an exceptional disciplinary record. The list, compiled annually, highlights approximately 150 individuals nationwide who have consistently demonstrated a commitment to offering high quality, objective investment advice and financial planning to those clients that work within the medical field.

According to Wilson, the recognition by Medical Economics is the culmination of CedarPoint's ongoing efforts to build its business model around the idea of being a client's full service "Personal CFO." He added, "Our core clientele is a group of people, whether doctors, business owners, or retired professionals, that have too little time to do the research that their individual situations require, and as such they rely on us to educate them so that they can make the best choices possible."

"As the spouse of a primary care physician, I've had the good fortune to experience first-hand the challenges and opportunities that are present in the lives of medical professionals. With sweeping change in the health care field, there has never been a better time for physicians to review their own financial health to ensure that they are doing everything possible to completely meet their family's needs." Dignan added.

Founded in 2009, CedarPoint Investment Advisors, Inc. is an independent, SEC registered investment advisory firm that serves a variety of unique clients, with a core group market of business owners, physicians, executives and professional individuals throughout the United States. CedarPoint's advisors and service team pride themselves on the independent, holistic approach that they utilize in their financial planning process which includes services in the areas of Financial Planning, Investment Management, as well as Income Tax and Estate Transition Planning.

Prospective clients can receive additional information by calling (262) 303-4503 or visiting www.CedarPointInvestments.com.

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