A complete list of active advisors currently associated with Ridgeback Financial LLC

Warmer can help you find a great advisor at Ridgeback Financial LLC or one who fits your needs even better.

Ridgeback Financial LLC is a single‑advisor independent registered investment adviser that provides discretionary asset management, financial planning and consulting to individuals (including high‑net‑worth clients), trusts, estates and business entities, and also serves retirement plans. The firm reports approximately $29 million in discretionary assets across its client relationships and offers plan‑level services to sponsors as a limited‑scope ERISA 3(21) fiduciary. Investment programs are tailored to client goals, time horizons and risk tolerance and draw on multiple methods of analysis (fundamental, technical, charting and cyclical) with strategies that include long‑term holdings, shorter‑term trading and options. Account reviews are performed quarterly by the managing member and the firm uses an IPS‑driven process with attention to rebalancing and tax‑loss harvesting opportunities. Distinctive features include the explicit provision of ERISA 3(21) pension consulting and participant education—an offering less common among solo independent advisers—and the owner’s separate activity as a licensed insurance agent, which the brochure discloses may result in commission income. The firm also does not sponsor wrap fee programs and leaves proxy voting to clients rather than voting proxies on their behalf.

To learn more about the advisors currently working at Ridgeback Financial 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.