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 provides discretionary asset management, financial planning, retirement-plan consulting and implementation, and IRA rollover advice to individuals and plan sponsors. As of December 31, 2025 the firm reported $189,030,298 in assets under management for roughly 200 clients, including 71 high-net-worth individuals. The firm’s investment approach is long-term and diversification-focused, grounded in a view that capital markets are largely efficient and informed by factor considerations such as equity versus fixed income, firm size, value orientation and profitability. Ridgeline uses third-party technology and custody relationships (including Orion, Pontera, Schwab and Altruist) to implement tax-aware asset location, opportunistic rebalancing, and management of held-away retirement accounts. What distinguishes Ridgeline from many peers is its combination of a multi-office footprint (six offices with four advisors) and integrated ancillary capabilities: the managing member is a licensed insurance agent and the firm offers tax preparation services through associated CPAs. The firm also expressly provides both non‑discretionary fiduciary consulting and discretionary ERISA investment manager services for retirement plans and offers a cash management sweep option to augment clients’ cash handling.
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.
You can also browse Ridgeline Wealth Advisors, LLC.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Raleigh, NC
| 11
| |
Raleigh, NC
| 18
| |
Franklin, TN
| 24
| |
Raleigh, NC
| 4
|
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