Cereus Financial Advisors is operating under our emergency business plan.

While our office is physically closed so we can maintain social distancing, we are working normal hours and are available by phone or email.

We hope that you and your family are healthy and please know that we want to support you during this difficult time.

Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.

Your Investments: If we are managing your investments, they most certainly have been affected by the economic downturn due to the Coronavirus epidemic. Please know that we set up your portfolio for you to meet your long-term goals and are monitoring your investments carefully. Our custodians, SEI and Betterment are both operational and you have access to your money and investments on a normal basis.

Please contact us if you have any questions

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Welcome to the new website!

Date Posted: 03/02/2016

Welcome to Cereus Financial Advisors’ brand new shiny website. The idea was to make this website informative and easy to use. Check out the learning center with lots of information on a variety of financial topics. The content in this section is partially written by me and partially from educational material which I’ve licensed. It’s not individual advice (you actually pay for that), but it is good general information which might help in various situations. If you want information on something, but it’s not on the website, drop me a line and I’ll see if I can incorporate it. If there is a website feature which doesn’t work or could work better on whatever browser or device you’re viewing it on, contact me and I will see about fixing it.

As always, I would be happy to talk with you about financial topics. If there is anything at all I can do for you, let me know.



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