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

Form ADV Brochures

Form ADV is an important disclosure document filed with Finra, state regulators, and the SEC.

It explains facts about Cereus Financial Advisors including a description of the services we offer, the types and number of clients served, and the amount of money being managed.

It also explains our fees and billing practices and discloses disciplinary actions taken due to misconduct.

Our ADV Form 2A/2B also has our privacy policy attached.

For additional information, please Contact Us.

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COLLEGE MONEY MATCH

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.