A complete list of active advisors currently associated with Ridinger Wealth Management, LLC
Warmer can help you find a great advisor at Ridinger Wealth Management, LLC or one who fits your needs even better.
Ridinger Wealth Management provides investment advisory services to individual clients, including high‑net‑worth individuals, and also offers 401(k) plan consulting and participant education for employer plans. Services include discretionary and non‑discretionary portfolio management, financial consulting, and advice across equities, mutual funds, ETFs, REITs, real estate and other instruments. The firm tailors portfolios to each client's stated objectives and may implement strategies using model portfolios and outside third‑party money managers; it conducts ongoing monitoring and at least quarterly reviews and operates under discretionary authority when authorized. Its investment process draws on a mix of methods (including fundamental, technical and modern portfolio theory) and relies on an institutional custodian platform for trade execution and cash management. Distinctive aspects of the firm include an affiliation with an insurance agency through common ownership and the fact that its advisory personnel are licensed to sell insurance and may receive commissions for those sales — a potential conflict the firm discloses and manages through cost reviews and client disclosure. The firm also routinely directs clients to use a specific institutional custodian and may allocate portions of client accounts to third‑party managers, operational choices that affect execution, reporting and the overall fee and compensation picture.
To learn more about the advisors currently working at Ridinger Wealth Management, 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 |
|---|---|---|
Vancouver, WA
| 19
|
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