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Cedarwood Financial Partners Go be you. Your future holds more than you thought possible. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html

Securities and advisory services offered through Commonwealth Financial Network®, https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of AL, CO, FL, GA, MA, ME, MO, NY, OH, OK, TX, UT. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services.

10/15/2026

Financial planning by day. College football debates all season.

At Cedarwood HQ, there’s always room for a little friendly competition. Our team is ready for kickoff!

10/13/2026

Longhorn, Bear, or Aggie, the future is still unwritten. But it’s never too early to start planning for it.

A college savings plan can help give the children in your life more opportunities to pursue their goals when the time comes.

At Cedarwood Financial Partners, we’re here to help you take that first step.

Freedom in business doesn’t mean doing everything alone. It means having the right team behind you, ready to step in whe...
10/10/2026

Freedom in business doesn’t mean doing everything alone. It means having the right team behind you, ready to step in when you need them.

In Episode 3 of Season 3 of Beyond the Trees, Brad Johnson, founder of Triad Partners, shares what entrepreneurship has taught him about independence, support, and building a business that gives you room to enjoy life.

Listen to the full conversation on YouTube, Spotify, or Apple Podcasts.

10/09/2026

Financial planning starts with what matters most to you: your family, your business, and your goals.

By focusing on the decisions within your control, we can build a strategy that helps you move forward with clarity and confidence.

If you’re ready to start the conversation, we’re here.

10/07/2026

Two schools, two surprises, and plenty of smiles!

Our Fort Worth team surprised two Northwest ISD educators $500 each after they were randomly selected through convocation giveaway. It was a joy to stop by their schools and share a little extra support for them and their classrooms. Thank you to all the educators and school staff for all you do for your students!

10/01/2026

The herd is moving. That doesn’t mean you have to follow.

When everyone rushes toward the same investment, it can be tempting to join in. But what’s popular in the market may not make sense for your financial plan.

At Cedarwood, we focus on disciplined strategies built around your goals, your circumstances, and your long-term financial picture.

09/29/2026

Everyone’s asking about SpaceX. The better question is: Why do you want to buy it?

A popular IPO can generate plenty of excitement, but a good investment decision starts with understanding how it fits into your bigger financial picture.

Your goals, your portfolio, and your family’s long-term plan should drive the strategy, not the latest hot stock tip.

When a $129 billion team chooses independence, the industry pays attention.On Beyond the Trees, Shelby Nicholl discusses...
09/24/2026

When a $129 billion team chooses independence, the industry pays attention.

On Beyond the Trees, Shelby Nicholl discusses a Merrill Lynch team’s move directly into the RIA channel and why it could spark more interest in what independence can offer.

🎙️ Season 2, Episode 5 of Beyond the Trees
Featuring Shelby Nicholl with Muriel Consulting.

Listen on YouTube, Spotify, or Apple Podcasts.

09/22/2026

SpaceX is getting plenty of attention. But does it belong in your portfolio?

Before jumping into an IPO, ask yourself a few important questions: How much of your portfolio are you comfortable putting into one position? Can you handle a significant drop? What’s your long-term plan for the investment?

Excitement can get you interested. A clear strategy should guide the decision.

A great evening with even better company! Our Olean team had a wonderful time welcoming clients to their annual Music in...
09/21/2026

A great evening with even better company!

Our Olean team had a wonderful time welcoming clients to their annual Music in the Park Client Appreciation Event. It was a fun evening filled with live music, conversation, and the opportunity to spend time with the people who make our work so meaningful.

Thank you to everyone who joined us and made the evening one to remember!

Address

10156 Windy Pointe Drive
Temple, TX
76502

Telephone

+12549353383

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