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About Cedarmill Financial's Approach to Personal Finance

Your digital family office

Cedarmill Financial is a digital personal finance platform designed to fit the unique needs of family businesses and entrepreneurs. Why learn from Cedarmill Financial?

Balance-sheet Approach

You'd like to understand your net worth position and use this to make financial decisions

Performance

You’re interested in building sustainable wealth based on discipline, performance, and integrity

Holistic

You view things holistically and care about quality-of-life concerns in addition to strong financial performance

Growth

You'd like to grow and you would benefit from adding more structure and guidance to your process

Small Business Owner

You own one or more small businesses that is a significant part of your financial picture

Objective

You prefer an objective approach to financial management and would  like to assess different options prior to executing a plan

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