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- Custodian
- American Funds · Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Radial vertexElement
- Established Date
- 10-20-2017
- Office Locations
- 2
Office Locations
About Cedar Spring Advisors, LLC
Halcyon Financial (Cedar Spring Advisors, LLC) provides relationship-driven wealth management and financial planning for high-achieving professionals, including entrepreneurs and retirees. The firm builds tailored portfolios using mutual funds and ETFs, with behavioral-finance guidance and risk management for volatile markets. Planning capabilities include retirement, tax, estate, and insurance; custody includes Schwab and SEI.
Team overview
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Client Personas
Custodian
Investment Themes
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Owner & Executives
MICHELLE LACOSTE FLETCHER
Chief Compliance Officer
- CRD
- #2057964
- Ownership
- 50% but less than 75%
JUSTIN P MCMASTER
Financial Advisor, Owner
- CRD
- #5989291
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Robert Joseph Rago
Financial Advisor
- CRD
- #7605105
Brendon Christopher Worst
Financial Advisor, Founder
- CRD
- #7407201
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $151,035,086 | $209,480 |
| Non-Discretionary | $18,383,438 | $218,850 |
| Total | $169,418,524 | $210,458 |
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Separately Managed Accounts
Total SMA Asset: $169,418,524
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,238,858,803 | 33.3% |
| Equity - Exchange | $859,388,539 | 23.1% |
| Cash | $602,688,066 | 16.2% |
| Corporate - Investment Grade | $1,019,361,297 | 27.4% |
| Total | $3,720,296,705 | 100.0% |