• Humanity
    The quality of kindness; of being human.
  • Factor
    One who actively contributes to an accomplishment or result.
  • The Humanity Factor is our belief that by honoring you as the central figure in your own planning, together we can achieve unprecedented results.

When we founded Cedar Brook in 2005, our mission was to overcome a prevailing challenge facing families who wished to plan for and manage their financial affairs. Our industry leads consumers to view planning through a filter of numbers first and foremost. These number-centric conversations are so hollow it becomes tough to get grounded about what makes sense for you personally. How can a plan truly serve you if it’s developed in a vacuum of context?

We believe the solution lies in a philosophy and an approach that we’ve coined The Humanity FactorTM. Anyone can chase return or design fancy financial products. In contrast, The Humanity Factor is about learning who you are as an individual, husband, wife or parent; as a leader, mentor or philanthropist. It’s about your relationships, your life’s work, your passions or your contributions. It’s about the families, the advisors and the firm working together toward a common purpose: to honor you as the central figure of your own planning. Only when we know who you are can we prudently and wisely advise you on where to go.

Creative Financial Planning

At Cedar Brook, we believe life is dynamic and planning is multi-faceted; there typically isn’t one right answer. We merge the emotional aspects of who you are, with the factual aspects of what you have. Using this combination of art and science, we create your financial plan.

What is
The Humanity Factor™?
  • Humanity: the quality of kindness; of being human.
  • Factor: one who actively contributes to an accomplishment or result.
  • The Humanity Factor is our belief that by honoring you as the central figure in your own planning, together we can achieve unprecedented results.

Learn how The Humanity Factor is changing the way individuals and families experience planning... 440.683.9200