Brian Bisdorf - Financial Advisor in Fort Worth, TX | WiserAdvisor.com

Cedarwood was launched with the goal of creating a firm that felt like family to both clients and partners. We trace our roots back to 1996, when our senior partner and founder began serving individual investors in central Texas. He learned that serving clients well is much more than just offering financial products.

Cedarwood Financial Partners

Beth has worked in the financial services industry since 2009 and recently earned her Financial Paraplanner Qualified Professional from the College for Financial Planning. As a Client Service Specialist, she is responsible for the overall flow of  business and oversees account management ensuring all administrative aspects of the financial plan are up to date, as well as helping clients feel like family.

She and her husband, Vernon, share two grown daughters and one grown son, as well as five grandchildren - three boys, two girls, and one very spoiled dog named Miss Harper. In their free time, they enjoy spending time with friends and family, volunteering and traveling. Their next trips are Washington, DC and Europe!

Your investments should feel like a tool - not a mystery. When it comes to managing a portfolio, I believe in transparency, education, and building a strategy that actually fits you. Not someone like you. You.
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It starts with the questions we might be afraid to ask out loud:
"How often should I expect to lose money?"
"Should I follow the trends or stick to a plan?"
"How do I define risk, and does my advisor define it the same way I do?"
"How much risk do I really need to take to reach my goals?"
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These are the kinds of conversations I believe should happen right out of the gate-not after your money is already in motion. Because the truth is, there's no one-size-fits-all portfolio. What works for someone else could leave you feeling anxious or off track.

Many important financial decisions don't come with a rewind button. These are more than just checkboxes on a form-they're pivotal moves that could shape your financial future for decades. Two examples of critical questions your advisor should answer before a rollover: "If I retire after 55, should I leave my money in my 401(k) or roll it over?" And my answer is: It depends. That 4.5-year window between 55 and 59½ can unlock special withdrawal privileges you may lose in a rollover. Miss that detail, and it could cost you more than just convenience-it could trigger taxes and penalties you weren't expecting. "Which pension option should I choose, and what happens to my spouse if I pass away?" Pension elections are often permanent. Choosing the wrong survivor benefit and taking or not taking a lump-sum option can have long-term consequences not just for you, but for the people who depend on you. Other common questions we should discuss: "Should I buy gold or real estate in my IRA?" "When's the right time to convert to Roth?" Once some of these doors close, they don't reopen. My goal is to help you make smart, confident choices the first time-so your future (and your family's future) feels secure, not uncertain.

I approach wealth management differently. No cookie-cutter templates. No vague industry buzzwords. Just real conversations about what's keeping you up at night-and a clear plan to take that weight off your shoulders. My process is built around simplicity, clarity, communication, and ongoing alignment. We don't just invest, we make sure the strategy supports your life, your values, and your comfort with risk. 

We start by getting every project, decision, and mental "to-do" list out of your head and onto paper. Retirement planning, college funding, taxes, estate preparation, charitable giving-we'll lay it all out. Then we break it down into bite-sized, prioritized steps so you always know what's next and why it matters. 

You don't need more complexity-you need clarity, confidence, and a plan that makes sense for your life. With measurable progress, ongoing check-ins, and honest guidance along the way, we'll turn uncertainty into momentum. 

If I were in your shoes, I wouldn't want to find out halfway through the journey that my new advisor is just a glossier version of my old one-someone who didn't really take the time to understand what matters most to me. 

Let's simplify the complicated, together.

Brian, Bisdorf

Cedarwood Financial Partners

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