A complete list of active advisors currently associated with Ridgeline Wealth Planning LLC

Warmer can help you find a great advisor at Ridgeline Wealth Planning LLC or one who fits your needs even better.

Ridgeline Wealth Planning serves individuals and high-net-worth clients, as well as pension and profit-sharing plans, offering ongoing discretionary portfolio management, pension consulting for employee benefit plans (including 401(k) plans), and standalone financial planning. The firm documents client suitability and tailors programs to individual goals, time horizons, and risk tolerances. The firm’s investment approach is grounded in modern portfolio theory, using primarily long-term trading with tactical adjustments when appropriate, model allocations, and quarterly reviews to rebalance accounts as needed. Ridgeline typically operates with discretionary authority and uses a third‑party platform to connect and manage held-away retirement participant accounts for review and rebalancing while avoiding direct custody. Noteworthy features include a formal succession arrangement with Focus Partners Wealth to support continuity of service, and a practice of requiring clients to use a specified custodian (primarily Charles Schwab & Co.) which provides institutional trading, custody, and research services. Ridgeline also may recommend sub-advisers for specialized mandates and accepts custodial-provided research and services that can aid its investment process.

To learn more about the advisors currently working at Ridgeline Wealth Planning 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
Lydia Boyer	Centerville, OH	0
Daniel Evans	Centerville, OH	3
Daniel Mick	Centerville, OH	1
Maria Rykbost	Centerville, OH	0
Scott Simons	Centerville, OH	20

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