Cedar Capital, LLC is a Registered Investment Adviser located in the heart of Barrington,
Illinois. Cedar Capital Advisors, the direct client arm of Cedar Capital, LLC, is led by head
financial planner and accredited investment fiduciary, Thomas Koleski. Tom has over 14 years'
experience within the financial industry and is backed by a team with MBAs from The University
of Chicago Booth School of Business with over 45 years of portfolio construction experience
Koleski and the investment team merged forces in 2017, allowing Tom to focus more on the individual investor. His mission was to offer personalized service with convenient office hours, one-on-one meetings and a comprehensive list of investments, all while helping his clients pursue their vision of financial success.
Tom has the flexibility to accommodate a wide range of client preferences and risk profiles; keeping with the 'big enough to serve, small enough to care' mentality that Tom has instilled.
Our goals at Cedar Capital Advisors are simple:
- Always act in the client's best interest and provide them with objective advice
- Provide our clients with what we believe to be institutional-like quality portfolios
- Educate, have fun and treat the client as family
Whether it's your first time working with a financial planner or you'd like to get a second opinion; please contact us for a complimentary portfolio review.
Firm Start Year
I work with the following types of clients
I can meet clients in the following ways
Certifications, Accreditations & Designations
Advisor's Number of Clients
Minimum Portfolio Size for New Managed Accounts
Fee % Based on Assets