Poulsbo, WA Office

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.