A complete list of active advisors currently associated with Ridgeline Wealth Advisors, LLC.
Warmer can help you find a great advisor at Ridgeline Wealth Advisors, LLC. or one who fits your needs even better.
Ridgeline Wealth Advisors is a team-based registered investment adviser that manages about $189 million on a discretionary basis for roughly 200 clients, including a meaningful subset of high-net-worth individuals. The firm offers asset management, financial planning and consulting, retirement plan services (including both fiduciary consulting and discretionary 3(38)-style management), and IRA rollover advice, and it also provides tax preparation through associated Certified Public Accountants. The firm’s investment approach emphasizes long-term, goals-based asset allocation grounded in academic dimensions of risk (e.g., equity vs. fixed income, size, value and profitability) and fundamental analysis, with periodic rebalancing and tax-aware implementation. Operationally it uses third‑party platforms (Orion for reporting and back-office, Pontera for held-away account management) and custodial relationships with large custodians, and it offers a separate Flourish cash sweep program that is billed under a distinct fee schedule. Compared with many peer teams, Ridgeline operates from six offices (a relatively uncommon footprint for a firm of this size) and discloses that it may utilize borrowing in separately managed accounts, which can add complexity and risk to portfolio management. The firm also has associated persons who are licensed insurance agents and who may recommend or sell insurance and annuity products for separate commissions, and it provides in‑house tax preparation services through affiliated CPAs—features that create additional potential conflicts compared with many peers.
To learn more about the advisors currently working at Ridgeline Wealth Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 10
| |
Raleigh, NC
| 18
| |
Franklin, TN
| 24
| |
Raleigh, NC
| 3
|
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