A complete list of active advisors currently associated with Ridgeview Financial Planning

Warmer can help you find a great advisor at Ridgeview Financial Planning or one who fits your needs even better.

Ridgeview Financial Planning provides comprehensive financial planning and ongoing investment supervisory services to individuals, small businesses, and foundations/charitable organizations, and also offers periodic educational workshops. Services span cash-flow and retirement planning, tax and estate considerations, college funding, and implementation of investment strategies for client accounts. The firm pursues a Core + Satellite investment approach that combines passive, indexed core holdings with actively managed satellite positions and draws on fundamental, technical, and cyclical analysis. Portfolios are generally managed on a discretionary basis with written investment guidelines, periodic rebalancing, and the use of select tools such as options for income generation or hedging when appropriate. Compared with many independent peers, Ridgeview’s client mix explicitly includes charitable organization clients and it manages approximately $110 million across a relatively modest client base, reflecting a higher assets‑per‑client profile. The advisor operates under CFP Board standards and relies on institutional custody and support services while leaving proxy voting and certain corporate‑action decisions to clients.

To learn more about the advisors currently working at Ridgeview Financial Planning, 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.