Yanowitz attributes his success and longevity in the field to his unique approach to wealth management. He believes his role is to be responsible for those financial matters that can be delegated so his clients can devote their time to activities that can’t - like being with family and pursuing hobbies. Consistent with his approach, Yanowitz shares articles with his clients on topics including physical health, relationship health, inner health and career health, all activities which cannot be delegated.
“Alan’s uncanny approach to helping his clients achieve their long-term financial goals is tremendously successful. His clients receive expert financial planning services and benefit from being able to focus on activities you can’t and wouldn’t want to delegate, like being with family,” explained Nan Cohen, Cedar Brook principal.
About Cedar Brook Financial Partners LLC
Cedar Brook Financial Partners LLC is one of Northeast Ohio’s largest independent wealth management firms according to Crain’s Cleveland Business 2010, offering integrated wealth management and investment counseling services for corporate executives, business owners, physicians, and families. With over $1 billion in assets under management, Cedar Brook’s fifty-plus professionals deliver a broad array of customized services including comprehensive planning and wealth strategies, investment and insurance advice, retirement plan consulting, group benefit programs, and charitable legacy planning. Each Cedar Brook advisor acts as a client’s personal CFO; they uniquely understand their customer’s professional and individual financial goals. The firm offers securities through Securities America Inc., member FINRA/SIPC. Cedar Brook received the Securities America 2009 Branch Office Shooting Star Award for realizing the highest increase in assets under management from the previous year. Advisory services are offered through Securities America Advisors Inc., an SEC Registered Investment Advisor. Cedar Brook Financial Partners LLC and the Securities America companies are not affiliated. For more information, please visit www.cedarbrookfinancial.com.
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Cedar Brook Financial Partners is one of the largest independent wealth management firms in Northeast OH. The advisors deliver customized personal services including comprehensive wealth strategies, investment & insurance advice and retirement planning.