A complete list of active advisors currently associated with A.B. Ridgeway Wealth Management LLC
Warmer can help you find a great advisor at A.B. Ridgeway Wealth Management LLC or one who fits your needs even better.
The firm provides investment management and financial planning to individual and high-net-worth clients. Services include continuous portfolio management, project-based and ongoing comprehensive planning, and support in estate planning such as assistance coordinating trust and will services. Its investment approach is grounded in Modern Portfolio Theory and blends passive and active strategies, with the ability to engage outside managers when appropriate. The firm also offers values-based options, including ESG and Biblically Responsible Investing, and delivers written financial plans for planning engagements while managed-account clients receive custodian trade confirmations and periodic custody statements rather than separate firm-generated investment reports. The adviser routinely delivers educational seminars and live and on-demand webinars on topics ranging from retirement planning to faith and finance, and accepts speaking engagements including occasional pro-bono presentations. The principal holds recent specialized credentials (Enrolled Agent, CPWA, and CDFA) and the firm may subsidize certain trust and will costs, reflecting a focus on tax, divorce-related financial planning, and tailored values-based strategies within a small, boutique practice managing roughly $4 million in client assets.
To learn more about the advisors currently working at A.B. Ridgeway Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lafayette, LA
| 13
|
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