Raleigh, NC Office
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Ridgeline Wealth Advisors, LLC.
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Firm-wide stats for Ridgeline Wealth Advisors, LLC.
About
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.
Based on Ridgeline Wealth Advisors, LLC.
Expertise
Based on Ridgeline Wealth Advisors, LLC.
Location
7500 Six Forks Rd, Suite 100
Raleigh NC 27615
Advisors at this office
3
Advisors at this office
Michael P
PFS™, Series 65, Series 66
Raleigh, NC
Ridgeline Wealth Advisors, LLC.
Michael Perkins is a financial advisor at Ridgeline Wealth Advisors, LLC with 18 years of industry experience. He holds the PFS™ designation, as well as Series 65 and Series 66 licenses. Perkins has been with Ridgeline Wealth Advisors since 2016 and has extensive experience in insurance sales and tax preparation, including a longstanding role as a partner at Perkins, Lund, Collar & Associates, providing accounting and tax services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement-plan consulting to individuals and plan sponsors. The firm employs a long-term, diversification-focused investment approach using third-party technology to support tax-aware strategies and serves approximately 200 clients, including high-net-worth individuals.
Michael Z
CFP®, Series 65
Raleigh, NC
Ridgeline Wealth Advisors, LLC.
Michael Zeblo is a CFP® and holds a Series 65 license, serving as a financial advisor with Ridgeline Wealth Advisors, LLC in Raleigh, NC. He has four years of industry experience, including roles at Lennar Homes and Norton, Collar, Lund, Lilley, PLLC. In addition to his advisory work, he owns Michael Zeblo Tax Services, where he provides CPA and tax return preparation services. Ridgeline Wealth Advisors offers discretionary asset management, financial planning, and retirement plan consulting to individuals and plan sponsors. The firm emphasizes a long-term, diversification-focused investment approach and integrates ancillary services such as tax preparation and insurance to serve roughly 200 clients, including high-net-worth individuals.
Taylor H
Series 66
Raleigh, NC
Ridgeline Wealth Advisors, LLC.
Taylor Holloway is a financial advisor at Ridgeline Wealth Advisors, LLC with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Jennifer Torrey, and Northwestern Mutual Investment Services LLC. Ridgeline Wealth Advisors provides discretionary asset management, financial planning, retirement-plan consulting, and IRA rollover advice to individuals and plan sponsors. The firm manages $189 million in assets for approximately 200 clients, emphasizing a long-term, diversification-focused investment approach grounded in efficient market principles and factor considerations.
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