The Humanity FactorTM

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.

That’s The Humanity FactorTM.

Announcement: A Cedar Brook Special Event

Kitces Comes to Cleveland

Wednesday, August 24, 2022

Join us for his live presentation:
At the Capacity Crossroads

With the rise of recurring revenue models, advisors find themselves allocating more time to each client relationship. That’s why we’ve engaged Michael Kitces to speak on today’s greatest threat to the financial advisor: capacity.

With your capacity as a finite resource, what gets squeezed?

We believe the ideal solution for scaling your firm is not a one-size-fits-all model. That’s why we’ve asked Michael to join us on August 24th to share the challenges and opportunities inherent to three potential solutions for scaling your firm: the Lifestyle Firm, the Small Giant and the Enterprise-Builder – all from his self-proclaimed Nerd’s Eye View.

Due to room size, we have a maximum capacity and Michael Kitces’ name will fill the room fast.


Breakfast and Presentation; 8am to 11:30am
Wednesday, August 24, 2022
6111 Landerhaven Drive
Mayfield Heights, OH 44124

If you’re unable to attend this event but would be interested in learning more about future events, contact us at