A complete list of active advisors currently associated with Ridgeback Wealth Management

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

Ridgeback Wealth Management provides wealth management and financial planning services to individual and high-net-worth clients, offering ongoing and project-based planning as well as business, retirement, estate, and tax-planning support. The firm builds customized investment policies and works with clients to set goals, review prior investment history, and coordinate with outside professionals when appropriate. Portfolios are constructed around asset-allocation principles and use mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents rather than individual stock recommendations, with an emphasis on long-term holdings and a mix of passive and active analysis techniques. The adviser implements plans on a discretionary basis, conducts regular reviews, and can incorporate socially responsible (ESG) approaches when clients request values-based customization. Notably, the firm does not use percentage-of-assets pricing, instead operating as a fee-only adviser without commission-based compensation, and may provide financial planning alongside investment management at the client’s election. The firm requires clients to establish custody at a specific institutional custodian and manages a small client base with modest assets under management, which can affect the level of personalization and direct access clients receive.

To learn more about the advisors currently working at Ridgeback Wealth Management, 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.