At Cedarmount Wealth Planning, we believe true wealth goes beyond numbers—it’s about security, freedom, and peace of mind for you and your family.

Founded and operated by Qiancheng (Caleb) Xu, Cedarmount Wealth Planning was built on the principle that every financial plan should be practical, personalized, and purposeful. With a strong focus on protection, tax efficiency, and long-term growth, we help clients make confident financial decisions at every stage of life.

Our mission is simple: to help you build, protect, and pass on your wealth with clarity and confidence. Whether you’re planning for retirement, protecting your family, or optimizing your tax strategy, Cedarmount Wealth Planning is your trusted partner every step of the way.