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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John Oliver hits Financial Services Industry Hard!

I have to share this very funny segment with you from John Oliver. If you can’t see the Video above, then click on This Link. He points out, in a very entertaining way, how poor the financial services industry does when helping their clients and how really important it is to hire a fiduciary. Remember that a CFP® advisor is a fiduciary and at Cereus Financial Advisors, we only advise you as a fiduciary.

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