About Us


Cedar Brook would like to introduce you to our unique approach to planning. We call it The Humanity FactorTM.…

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.


We Are:

  • Objective:  As an independent firm, our professionals focus on our clients’ best interests. 
  • Service oriented:  We provide highly customized solutions; each of our clients is unique.
  • Professionals:  Our 70-plus professionals offer clients deep experience in each of our business practice areas.


We Offer:



We Serve:

  • Business Owners
  • Corporate Executives
  • Professionals
  • Individuals and Families
  • Service Firms and Small Businesses
  • Educators
5885 Landerbrook Drive, Suite 200
Cleveland, OH 44124
P: 440.683.9200 | F: 440.683.9100
6960 Orchard Lake Road, Suite 120
West Bloomfield, MI 48322
P: 248.538.1616 | F: 248.932.0205
15300 Pearl Road, Suite 201
Strongsville, OH 44136
P: 800.922.6931 | F: 440.238.6143
3801 PGA Blvd., Suite 600
Palm Beach Gardens, FL 33410
P: 561.627.6992 | F: 561.627.6994
9990 Coconut Road, Suite 232
Bonita Springs, FL 34135
P: 239.384.5105