Cedarwood Financial Partners
Rooted in Trust, Built on Experience
Cedarwood Financial Partners is an independent financial advisory firm headquartered in Temple, Texas, with additional offices throughout Texas and New York. The firm was founded in 2022 and traces its roots back to 1996.
Cedarwood's mission is to empower clients, partners, and staff with the freedom, flexibility, and community needed to experience personal fulfillment. They strive to achieve this through personalized investment advice and comprehensive financial strategies.