Who We Are

Our mission is to provide comprehensive financial planning and wealth management services to individuals, families, and small business owners. With deep knowledge of the regulatory terrain and watchful eyes fixed on an uncertain horizon, our experienced financial planning professionals serve as the first line of protection for clients seeking to manage their financial affairs in accordance with their values.

 

Our Philosophy

At Ridgeline Financial Partners, we adhere to a holistic, high-level financial planning approach. Our independent financial planners strive to achieve a vantage point from which to survey the full sweep of your financial landscape, providing strategies that link the individual components of your financial health within the structure of a comprehensive wellness map.

Outside of the office, we are active members of our local community. By engaging in and supporting efforts that strengthen the social fabric of our neighborhoods, we are able to provide services and effect change in parts of our community that we could not otherwise touch in our professional lives.

We pledge to give a percentage of our earnings each year to charities, organizations, and philanthropic causes that are important to us and our clients. We also hold leadership positions on a number of boards. Our community partners include:

 

 

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