Ridgeline Financial Management offers holistic financial planning and wealth advisory services to individuals and small businesses. Our mission is to work with each individual client to help them achieve their goals and reduce or eliminate financial stress. We achieve this mission through personalized service, trustworthy advice, and the ability to find the solutions to match our clients' individual needs.

The Ridgeline Difference

  • No Minimums​
  • Fee-based 
  • No Pushy Sales
  • Fiduciary - registered investment advisor

Financial Planning

Personal Financial Management

Take control of your finances. The first step to financial serenity is managing cash flow and debt. Use our client website to:
  • See all your accounts in one place
  • Create a budget and know where your money goes
  • Create an optimized debt repayment plan
  • Create goals and evaluate your ability to reach those goals
  • Consider Social Security strategies
You can try this out on your own free for ten days. There is no obligation to continue.
If you decide to continue we will meet and discuss your strategy and the scope of the services we will provide to you.

Investment Management

There are many choices today for managing your investments. Whether you prefer to let a professional handle everything or manage the accounts yourself, there are distinct advantages to professional guidance.

We can help you develop an Investment Policy to guide your investment strategy to stay within your risk/reward needs.

Small Business Services

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We work with small businesses from start up to succession plans. We can help you analyze opportunities, create budgets and strategic plans, or attract and keep quality employees with benefit plans. If you are looking for succession plans or life insurance policies to keep your business running in the event of a premature death, we can help you evaluate your options and find what best fits your business.