MissionTo provide resources and guidance to help our clients achieve financial serenity which will, in turn, allow them to pursue their dreams.
VisionOur vision is to advise America in using money as a tool to support goals and values. To teach that there is value to building wealth and managing money in the support of communities and local economies. To coach individuals and small businesses in strategies of money management and financial goal development.
|
Check the background of this firm on FINRA's BrokerCheck
|
Financial Serenity
At Ridgeline Wealth Advisors our client centered approach allows us to focus on providing you the personalized financial advice you need to strengthen your financial wellness.
It is our goal to help you achieve the peace of mind that comes with working with a trusted advisor who understands you, your goals, and your personal situation. This unique level of peace of mind is your Financial Serenity.
It is our goal to help you achieve the peace of mind that comes with working with a trusted advisor who understands you, your goals, and your personal situation. This unique level of peace of mind is your Financial Serenity.
What I Do Not Do
I do not judge people on what they have or have not achieved in life. My advice and recommendations are valuable to those who have saved millions as much as people who are new to saving for future goals. I work with people who have a desire to gain direction to their financial lives through clear and cohesive financial planning.
A Registered Investment Advisor is legally bound to a fiduciary duty to act in your best interest. As a fee-only RIA I only earn what my clients pay me. We are able to align our goals with yours when we manage your investments and align our compensation with your growing investments.
How is this different from other investment services? Many advisors receive payments in the form of commissions or incentives from companies for selling their products. This commission structure can lead to a conflict of interest by encouraging advisors to sell products to clients when those products produce high income for the advisor while being less advantageous for the client.
In addition, many advisors are "captive" to a single company meaning that they have to sell the products and services provided by that single company. At Ridgeline Wealth Advisors, we are able to offer products from a wide variety of companies. More options can mean better solutions to help you meet your needs.
A Registered Investment Advisor is legally bound to a fiduciary duty to act in your best interest. As a fee-only RIA I only earn what my clients pay me. We are able to align our goals with yours when we manage your investments and align our compensation with your growing investments.
How is this different from other investment services? Many advisors receive payments in the form of commissions or incentives from companies for selling their products. This commission structure can lead to a conflict of interest by encouraging advisors to sell products to clients when those products produce high income for the advisor while being less advantageous for the client.
In addition, many advisors are "captive" to a single company meaning that they have to sell the products and services provided by that single company. At Ridgeline Wealth Advisors, we are able to offer products from a wide variety of companies. More options can mean better solutions to help you meet your needs.
Our Social and Environmental Mission
At Ridgeline Wealth Advisors we are committed to supporting social, environmental, and community responsibility through our business practices, community involvement, and investment options. Clients have options to support environmental, social, and governance practices through their investment strategies and portfolio allocation.
We minimize our impact on our environment and natural resources by recycling, conserving water and electricity, and purchasing recycled products when possible. We are a member of Common Good Capitalism and we are committed to donating 1% of our profits each year to a local community organization.
We work to benefit our local community and the lives of our clients by providing financial guidance and education. We occasionally provide financial education workshops and are available to speak for organizations and groups upon request.
We minimize our impact on our environment and natural resources by recycling, conserving water and electricity, and purchasing recycled products when possible. We are a member of Common Good Capitalism and we are committed to donating 1% of our profits each year to a local community organization.
We work to benefit our local community and the lives of our clients by providing financial guidance and education. We occasionally provide financial education workshops and are available to speak for organizations and groups upon request.
Who I am
My name is Stacey A. Mishler. I am the president of Ridgeline Wealth Advisors, LLC, a fee-only registered investment advisory firm located in Washington State.
It is very important to me to establish open and honest communications with my clients. It is important that I fully understand your goals, priorities, and current financial position if I am to offer useful and relevant advice. It is important that you feel you can trust me and the advice I provide so you are confident that I am working in your best interest.
I earned my Bachelor’s Degree in psychology from the University of Washington. I attended graduate school at Benedictine University where I earned an MBA with a dual concentration in accounting and financial management. I am a member of the Sigma Beta Delta international honors society for business, management and administration. I am also a member of the XY Planning Network and an associate member of the National Association of Personal Financial Advisors (NAPFA).
I have worked in the financial services industry for nearly 15 years. I work with clients to plan for life events and goals such as retirement, I have helped people review their retirement portfolios to determine if they are likely to meet their goals. I have had the pleasure of helping people organize their finances and save money to qualify for home ownership. I have helped entrepreneurs create business plans and existing organizations to create strategic plans and budgets. My passion lies in helping people and organizations to use money as a tool while managing their finances with purpose and intention..
It is very important to me to establish open and honest communications with my clients. It is important that I fully understand your goals, priorities, and current financial position if I am to offer useful and relevant advice. It is important that you feel you can trust me and the advice I provide so you are confident that I am working in your best interest.
I earned my Bachelor’s Degree in psychology from the University of Washington. I attended graduate school at Benedictine University where I earned an MBA with a dual concentration in accounting and financial management. I am a member of the Sigma Beta Delta international honors society for business, management and administration. I am also a member of the XY Planning Network and an associate member of the National Association of Personal Financial Advisors (NAPFA).
I have worked in the financial services industry for nearly 15 years. I work with clients to plan for life events and goals such as retirement, I have helped people review their retirement portfolios to determine if they are likely to meet their goals. I have had the pleasure of helping people organize their finances and save money to qualify for home ownership. I have helped entrepreneurs create business plans and existing organizations to create strategic plans and budgets. My passion lies in helping people and organizations to use money as a tool while managing their finances with purpose and intention..
Disclosures
Ridgeline Wealth Advisors, and Stacey A. Mishler, are members of or affiliated with the following organizations.
|
|
