
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