Not your to-do list.
Cedarbluff RIA Partners brings institutional discipline to advisory firms built to scale — fractional COO leadership, operational assessments, and the systems work that lets your firm grow without losing what makes it yours.
20+ years in financial operations · Institutional rigor at independent-firm scale · Confidential, no obligation
How we work
Every engagement begins with a Month 1 onboarding and diagnostic that produces your 90-day roadmap, then continues as an ongoing fractional COO partnership — month to month, with the same engagement structure at every tier.
01
Building the operational foundation
The core embedded partnership: onboarding, a 90-day roadmap, and the operating cadence that keeps the firm running.
Best fit
Independent and hybrid RIAs with $100M – $300M AUM, or firms in earlier stages of operational development.
See what's included02
Scaling operations to match firm ambition
Everything in Essentials, plus the strategic planning, technology roadmap, and org design a scaling firm needs.
Best fit
Independent and hybrid RIAs with $300M – $750M AUM, or firms with multiple advisors or active growth initiatives.
See what's included03
Full operational leadership for complex, scaling firms
Comprehensive operational and strategic leadership, including profitability, succession, and benchmarking.
Best fit
Independent and hybrid RIAs with $750M – $3B AUM, or firms with significant operational complexity or strategic growth plans.
See what's includedThe approach
The process, governance, and documentation of a global financial institution, applied at independent-firm scale.
Systems designed around how your team works and how your clients expect to be served.
Your firm scales because the operating model carries the weight, not because you hired your way out of it.
The founder
Fractional COO
With over 20 years in financial services operations, my career spans fund operations for global asset managers at BNY Mellon, institutional client solutions, hedge fund operations, and fund manager relationships at Wilshire, and operational leadership in private wealth, where I modernized the infrastructure of a growing advisory firm.
What distinguishes my work is the combination: institutional-grade rigor, process, and governance, paired with a genuine understanding of the people and relationship dynamics that define high-touch private wealth.
I partner with a select group of growth-minded founder-advisors as a dedicated strategic leader, designing the operational roadmaps, systems, and technology frameworks so your firm scales sustainably, your team executes with confidence, and you stay focused on growth.
Connect on LinkedInQuestions
Growth-minded founder-advisors at independent and hybrid RIAs where operations, not demand, is the constraint on growth.
Compliance counsel keeps you inside the lines. Cedarbluff builds the operating model — people, process, and technology — that lets you grow, with the compliance documentation to support it.
No. We take ownership of systems, vendors, and the technology roadmap so your advisors and staff can stay focused on clients. Documentation and playbooks stay with you.
Every engagement has two parts: a Month 1 onboarding and diagnostic that produces your 90-day roadmap, then an ongoing monthly retainer. The tier — Essentials, Growth, or Enterprise — reflects the complexity of the firm and the scope of the work. We recommend the right fit based on your firm's situation, not just AUM, starting with a 30-minute conversation.
After Month 1, every engagement runs month-to-month with 30 days written notice to exit. The roadmap, documentation, and playbooks stay with you.
With a 30-minute conversation. From there, every engagement begins with a Month 1 onboarding and diagnostic — sized to your tier — that produces the 90-day roadmap the ongoing partnership executes.
What's next for your firm?
A working conversation about how your firm runs today: what's slow, what's fragile, and where the leverage is. No deck, no pitch.
Preferred — book directly
Book a 30-minute virtual meetingIf a meeting is the right next step, choose a time directly. If you would rather share context in writing, use the message form instead.
Confidential · No obligation
