A complete list of active advisors currently associated with Ridgestone Wealth

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

Ridgestone Wealth (LMS Management LLC d/b/a RidgeStone Wealth) is a state-registered advisory firm that offers asset management and financial planning to individuals, small businesses, trusts, estates, high-net-worth clients, and charities. The firm provides ongoing portfolio management—including discretionary authority when elected—and standalone financial planning and consulting engagements. Its investment process is client‑driven, documenting goals, time horizon, and risk tolerance to create tailored asset allocation and investment selections; analysis methods noted in the brochure include fundamental and technical analysis and use of the Fi360 fiduciary due‑diligence methodology. Financial planning follows a structured process with periodic reviews and covers retirement strategy, tax and estate planning, Social Security analysis, college funding, charitable giving, and pension benefit analysis, with implementation assistance available if agreed. Noteworthy for a firm in this category, the brochure discloses that it offers financial planning on hourly and fixed‑fee bases and provides portfolio management for individuals—features that are statistically uncommon among firms with no active SEC‑registered advisors—and it explicitly does not act as a private fund adviser. The firm’s management holds multiple professional fiduciary and retirement planning credentials and recommends using institutional custody and support services (Schwab) to access execution, custody, and third‑party research and tools.

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