A complete list of active advisors currently associated with Clear Ridge Wealth Management, LLC

Warmer can help you find a great advisor at Clear Ridge Wealth Management, LLC or one who fits your needs even better.

Clear Ridge Wealth Management advises individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses, serving both standard and high-net-worth individual clients. The firm delivers discretionary and non‑discretionary investment management alongside financial planning, preparing written investment policy statements and providing ongoing portfolio monitoring and client review meetings. The firm’s investment approach is rooted in Modern Portfolio Theory and a belief in market efficiency, implementing diversified, buy-and-hold allocations primarily through low‑cost, passively managed mutual funds and ETFs, with Dimensional funds used in many portfolios. For clients with tax-sensitive positions or fixed‑income needs, Clear Ridge may retain third‑party managers, hold individual bonds or equities for tax or personal reasons, and uses Monte Carlo analysis to inform asset allocation decisions. Operating with three advisors and roughly $244 million in assets under management, Clear Ridge relies on a formal sub‑advisory and back‑office relationship with Focus Partners Advisor Solutions—including model portfolios and a documented succession arrangement—which is central to its operational model. The firm routinely provides financial planning for managed clients at no additional charge and commonly delegates fixed‑income portfolio management to third‑party managers, practices that differentiate it from many similarly sized peers.

To learn more about the advisors currently working at Clear Ridge 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.