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


Stay up to date on the latest financial information with Cereus’ monthly blog.

Man in a white lab coat with mask

Coronavirus and Us

What’s up with Coronavirus? By David J. Haas CFP® April 4, 2020 I am writing this from my home office, where I have been working

Read More »
graphic of bitcoin on a rollercoaster

Bitcoin: Stay Safe!

Bitcoin: Stay Safe! Bitcoin  and other cryptocurrencies have been in the news a lot lately. Every day it seems to be skyrocketing and then the

Read More »

Subscribe For More

Posts sent straight to your inbox

Sign Up For


Fill out this form to get started and we will email you a planning agreement and payment information.

If you’re inquiring about a sibling group (i.e. twins), please email us instead.