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