A community of gratitude

Gratitude is one of our core values.
At Cedar Cove, we have been entrusted with much. Therefore, it is our responsibility and joy to give back.

We provide opportunities both within our team and through our client relationships to express gratitude in meaningful, intentional, and purposeful ways.

Our gratitude in action

Triple Chevron arrow

10% of Profits to Charity

Every year, 10% of our profits are set aside for charitable causes. These funds are used to help meet the needs of important causes in our own communities. In addition, we are introduced to great organizations that our clients love and care about.

At Cedar Cove, we affirm the charitable giving of our team members through matching contributions.

Triple Chevron arrow


We believe it is important for our team members to have the opportunity to share their time with the causes they are passionate about.

We support this by giving each employee paid volunteer days as well as creating opportunities to serve together as a group.

Triple Chevron arrow

Sharing Our Talents

We’re proud that several of our team members sit on the boards of nonprofit organizations, providing guidance inside and outside our organization.

We are active in increasing financial literacy and awareness through public speaking events.

Community partners

These are some of the organizations that our team and our clients partner with.

“I’ve heard many times before that time is money and money is time. For me, time is something that has a finite value; it is something that we will never get it back. Being able to redirect both the time and financial resources we have to make our world a better place for the generations to come is important to me.” — Chris Sipe

Gain peace of mind through financial wellness

Connect With Us