A complete list of active advisors currently associated with West Ridge Advisors

Warmer can help you find a great advisor at West Ridge Advisors or one who fits your needs even better.

West Ridge Advisors serves individual clients — including both non-high-net-worth and high-net-worth households — and sponsors pension and profit-sharing plans, providing financial planning, ongoing portfolio management, retirement-plan consulting, and periodic educational seminars. The firm operates as a multi-advisor practice with 13 advisors and reports approximately $396 million in assets under management across a few hundred client relationships. Investment portfolios are constructed using Modern Portfolio Theory with a long-term, buy-and-hold orientation and periodic rebalancing, and the firm manages accounts on both discretionary and non-discretionary bases. West Ridge also offers a personalized (direct) indexing strategy implemented through a sub-advisory arrangement with Vanguard, with those accounts custodied at Fidelity and West Ridge retaining fiduciary oversight and strategy selection. A distinguishing feature of West Ridge is that it is owned by and affiliated with an accounting firm and is under common control with an insurance agency, and many of the firm’s partners are CPAs; this integrated structure supports coordinated tax, accounting, and insurance referrals but also creates referral and affiliation relationships disclosed in the brochure. The firm also uses third‑party referral and solicitor arrangements for certain managed programs and makes use of custodial relationships and sub-advisers when implementing specific strategies, which are described in its disclosure documents.

To learn more about the advisors currently working at West Ridge Advisors, 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.