A complete list of active advisors currently associated with Ridley Wealth Management
Warmer can help you find a great advisor at Ridley Wealth Management or one who fits your needs even better.
Ridley Wealth Management is a fee-only registered investment adviser that provides wealth management and financial planning to individuals, high net-worth clients, and charitable organizations. The firm offers ongoing discretionary investment management as well as project-based and comprehensive financial planning engagements. The adviser bases portfolio construction on modern portfolio theory, combining passive and active strategies and tailoring asset allocation to each client's risk tolerance and goals, with periodic (quarterly) account reviews. Ridley uses an independent custodial platform (primarily Charles Schwab’s institutional services) for trade execution and custody and makes financial planning available to managed clients at the client’s election without an additional ongoing charge. Founded and registered in 2025 as a solo practice and led by a CFP® professional, the firm manages a small number of client relationships, which may allow for hands‑on, individualized service. It also notes custody-related capabilities to move client funds via standing letters of instruction (SLOAs) and describes specific safeguards for those arrangements, and the principal’s prior work with church and nonprofit fiduciary matters is reflected in the firm’s inclusion of charitable organizations among its client types.
To learn more about the advisors currently working at Ridley Wealth Management, 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 |
|---|---|---|
Round Rock, TX
| 9
|
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