Set a Path for the Financial Future You Deserve –

It Starts with a financial planning call with an Eagle Ridge Advisor

Eagle Ridge is an independently owned investment advisory firm passionate about serving clients through investments and comprehensive advice. Our objectives are aligned with our clients’ – to protect and grow their wealth.

financial planning

We work with our clients to develop and execute a comprehensive financial plan. This includes educating them on the overall outcome and prioritizing action items. Areas of focus include:

  • Overall Understanding of Long-Term Goals
  • Cash Flow Analysis
  • Retirement Projections
  • Estate Planning
  • Insurance Review
  • Education Financing

Who We Are

Eagle Ridge Investment Management is an independently owned, SEC registered investment advisory firm.

Assets under Management and Advisement:
$1.2 billion
Relationships:
375+
Registration:
SEC
Asset Allocation:
Equity and Fixed Income
Headquarters:
Stamford, CT

Who We Serve

We work with individuals and families, advisors, fiduciaries and institutions.

Fill out the Form above and Request a Financial Planning call with an Eagle Ridge Advisor Today!