A complete list of active advisors currently associated with North Ridge

Warmer can help you find a great advisor at North Ridge or one who fits your needs even better.

North Ridge Wealth Advisors serves primarily individual and high-net-worth clients, providing fee-only financial planning and discretionary investment management that integrates taxable accounts, IRAs, and employer retirement plans. The firm emphasizes developing a written investment policy and ongoing financial plans tailored to each client’s goals and risk tolerance. The firm follows a long-term, broadly diversified approach using mutual funds, ETFs, individual equities and fixed income, and may allocate portions of client assets to third-party Independent Managers. North Ridge also offers portfolio management through Schwab’s Institutional Intelligent Portfolios™, using automated questionnaires, model allocations, and features such as automatic rebalancing and optional tax‑loss harvesting alongside its traditional advisory services. Compared with many peers, North Ridge combines a small advisory team managing over $200 million with both bespoke advisory relationships and an advisor‑managed automated program, and it operates on a strictly fee‑only fiduciary basis. The firm also discloses the use of client testimonials in its advertising, a practice that is uncommon among similarly supported advisors.

To learn more about the advisors currently working at North Ridge, 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.