Dylan Ripley
CEO and financial planner at Cedarwood Financial Partners who served clients at Edward Jones for almost ten years before co-founding Cedarwood in 2022, focused on holistic planning, technology integration, and growing an independent advisory platform.
Best podcasts with Dylan Ripley
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Mar 12, 2026 • 55min
Edward Jones to Independence: A $1.7B Post-Litigation Comeback Story
Dylan Ripley, CEO and financial planner who left Edward Jones to build Cedarwood in 2022. Todd Vincent, a nearly 30-year planner who led multi-office teams and helped transition to independence. They discuss leaving a big firm, enduring a two-year lawsuit, nearly doubling assets to $1.7B, choosing Commonwealth for support, and strategies for growth, recruiting, and protecting enterprise value.
