Gilbert, AZ Office
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West Ridge Advisors
Team
Firm-wide stats for West Ridge Advisors
About
West Ridge Advisors serves individual and high‑net‑worth clients as well as retirement plan sponsors, offering financial planning, investment consultation, and portfolio management on both a discretionary and non‑discretionary basis. The firm operates with an 11‑advisor team and manages roughly $396 million in client assets while also providing retirement plan consulting and periodic educational workshops.
Investment strategy is based on Modern Portfolio Theory with an emphasis on global diversification, tax efficiency, low‑cost vehicles, and periodic rebalancing. West Ridge also offers personalized (direct) indexing through a partnership with Vanguard Personalized Indexing—where Vanguard acts as a sub‑adviser and Fidelity is the custodian for those strategies—and refers clients to unaffiliated third‑party managers when appropriate while retaining oversight.
Notable aspects of the firm’s structure include ownership by an accounting firm (Udall CPA Group) and common control with an affiliated insurance agency, relationships the brochure discloses and that can give rise to referrals or cross‑service opportunities. The firm maintains multiple offices despite its team size and routinely provides complimentary educational seminars; some supervised persons also serve as trustees for client trusts, which the firm identifies as a custody‑related consideration.
Based on West Ridge Advisors
Expertise
Based on West Ridge Advisors
Location
1425 S Higley Rd # 106
Gilbert AZ 85296
Advisors at this office
3
Advisors at this office
Joshua R
CFP®, Series 65
Gilbert, AZ
West Ridge Advisors
Joshua Robinson is a CFP® professional at West Ridge Advisors with four years of industry experience. Prior to joining West Ridge Advisors in 2021, he worked at Ace Workforce Technologies and Findlay Middle School. West Ridge Advisors serves individual and high-net-worth clients, as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs a team of 11 advisors and manages approximately $396 million in client assets, focusing on Modern Portfolio Theory with global diversification, tax efficiency, and low-cost investment vehicles.
Thomas U
Series 65
Gilbert, AZ
West Ridge Advisors
Thomas Udall is a financial advisor with West Ridge Advisors in Gilbert, AZ, holding a Series 65 credential and nine years of industry experience. He also founded Udall CPA Group, PLLC, an accounting firm where he remains active. Outside of financial advising, Udall is involved in several business ventures, including payroll services and tax practice management. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management based on Modern Portfolio Theory. The firm emphasizes global diversification, tax efficiency, and low-cost investment vehicles while offering personalized indexing through a partnership with Vanguard and maintaining oversight of third-party managers.
Stephen U
Series 65
Gilbert, AZ
West Ridge Advisors
Stephen Udall is a financial advisor with West Ridge Advisors, holding a Series 65 credential and one year of industry experience. He is also the director of Udall CPA Group, PLLC, a tax and accounting firm based in Gilbert, Arizona, where he manages staff, reviews tax returns, and engages in tax planning. Prior to joining West Ridge Advisors, he worked briefly at PwC and spent several years at Brigham Young University. West Ridge Advisors serves individual and high-net-worth clients as well as retirement plan sponsors, providing financial planning, investment consultation, and portfolio management. The firm employs an investment approach grounded in Modern Portfolio Theory, emphasizing global diversification, tax efficiency, and low-cost investment vehicles.
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