charles SCHWAB
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What is The Humanity FactorTM?

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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.

Cedar Brook Financial Partners

  • 5885 Landerbrook Drive, Suite 200 Cleveland, OH 44124
  • 440.683.9200
  • 20250 Harper Avenue, Harper Woods, MI 48225
  • 248.598.7331
  • 14 West Market Street, Bethlehem, PA 18018
  • 610.997.8780
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Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities.
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