A complete list of active advisors currently associated with Ridge Falls Financial Planning

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

The firm provides fee-only, project-based financial planning to individuals and high‑net‑worth individuals, delivering written comprehensive plans that cover areas such as business planning, cash‑flow and debt management, college savings, estate and tax planning, insurance review, retirement planning, and investment analysis. It does not accept commissions or other sales‑based compensation and may coordinate with third‑party professionals (attorneys, accountants, insurance agents) at a client’s request. When investment recommendations are made as part of a plan, the firm emphasizes passive investment strategies and tax‑aware placement, but it does not provide discretionary portfolio management, custody, or proxy voting; clients retain responsibility for implementing recommended trades with their chosen custodians. Engagements are project‑oriented rather than ongoing asset management relationships, and the adviser documents work with written financial plans delivered at completion. Notably, the firm does not manage client assets and does not use percentage‑of‑assets fees—both features that are uncommon among independent advisory firms. The principal’s prior experience in business banking and financial education informs an emphasis on business planning and employee benefits optimization; the firm is newly formed and maintains a very small client base, reflecting a highly limited scale of operations.

To learn more about the advisors currently working at Ridge Falls Financial Planning, 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.