Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.

While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings. 

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.

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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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.