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

Video Library

Learn valuable financial tips and tricks from David Haas and Mike Dunne as they walk you through different aspects of financial planning in easy to understand videos.

Crypto For the Masses? A Financial Planner's Perspective

PPP and Small Business Stimulus

10 Tips about College Financial Aid

Retirement Planning

Navigating College Financial and Merit Aid

CARES Act Webinar

Smart Benefits Selection

Donor Advised Funds

Schedule Your Free Consultation

We’re here to help you face the future with confidence.


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.