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Your Life. Your Wealth. Your Legacy.

WELCOME TO RIDGELINE FINANCIAL PARTNERS

Ridgeline Financial Partners is a full-service financial planning firm dedicated to providing tailored financial planning, wealth management, and business solutions for individuals, families, and business owners. Founded by Matthew Carbray in 2006 as Carbray Staunton Financial Partners, LLC, our firm evolved into Ridgeline Financial Partners, LLC, the brand we proudly present to clients and prospects today. In 2021, we expanded our reach by acquiring the assets of Daury Wealth Management in Northampton, MA.


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Your Life. Your Wealth. Your Legacy.

Experience financial planning in a way that offers you the peace of mind that comes with having your own “personal CFO” by your side. Premium guidance and solutions tailored to your unique aspirations.

Book a Consultation

Your Life. Your Wealth. Your Legacy.

Experience financial planning in a way that offers you the peace of mind that comes with having your own “personal CFO” by your side. Premium guidance and solutions tailored to your unique aspirations.

Book a Consultation

In the News Matthew Carbray Shares Financial Insights

In this segment of This Week in Connecticut on WTNH, financial advisor Matthew Carbray discusses the financial implications of relocating from Connecticut to Florida. Contrary to the common belief that moving to Florida is more cost-effective due to lower taxes, Carbray highlights that the overall financial picture is more nuanced. He points out that while Florida offers tax advantages, residents may encounter higher costs in other areas such as homeowners’ insurance, healthcare, and private education. Carbray emphasizes the importance of evaluating the total cost of living, including factors like property taxes, insurance premiums, and quality of public services, before making a relocation decision.


Our Mission

Our mission is to deliver comprehensive financial planning and wealth management with an unparalleled level of personalized service. We strive to be the most trusted advisor and the first point of contact for our clients as they navigate major life decisions.

At Ridgeline Financial Partners, we take a customized approach to financial planning, ensuring that each client receives strategic, high-touch guidance tailored to their unique goals and circumstances. Our commitment to excellence, integrity, and client success drives everything we do.

Our business is built on a strong foundation of core values, including continuous improvement, teamwork, trust, solution-focused strategies, excellence, industry best practices, and a deep commitment to our community.

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Full Catalog of Services

What We Do
Custom Solutions for Every Need

No two investors are alike. Every client we work with has unique goals, and no two strategies to reach those goals are identical. 

Who We Serve
Combining Tech and Expertise
To Create Custom Solutions

Personalized Financial Planning

Personalized Financial Planning

Knowledge is power. It’s also the foundation for intelligent, well ­considered decisions.

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Business Owners & Executives

Business Owners & Executives

Coming from a family of entrepreneurs, our team has a lot of experience in helping you through your complex financials.

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High Net Worth Individuals

High Net Worth Individuals

Let us provide you with the guidance that can help you understand and better define your financial goals.

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Our Process
A Simple,
But Comprehensive Process

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Step 1 & 2
Discovery & Plan

We’ll begin by reviewing your financial documents, risk tolerance, and objectives.

Step 3 & 4
Action & Meet

Our team will present financial strategies designed to match your investor profile

Step 5 & 6
Monitor & Grow

Life changes? Market volatility? Let us manage the bumps in the road.

About Us
Our Team Is Your Team

Whether you’re at the beginning of your investment journey, reimagining a retirement, or anywhere in between, it’s our mission to serve with trust and integrity.

Meet Your Team

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Every decision you make today can move you and your business one step closer to your goals

Learn More About Business Exit & Succession Planning

Upcoming Events & Resources

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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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Contact Us
Let's Get Started

If you’re ready to have a meaningful conversation about your financial goals, an introductory phone call is the best way to start. Let’s take the time to get to know each other, answer any questions you might have, and decide if a professional relationship makes sense for your situation.

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