What Clients Are Saying...
★ ★ ★ ★ ★
"...I feel blessed and secure to have them assisting me in achieving my financial goals. They are consistently available to answer any inquiries I may have and always keep me updated on my investments."
~Lucinda U.
★ ★ ★ ★ ★
"...knowledgeable about tax planning, investing and knows how to grow our accounts within our risk tolerance.... Most of all, I TRUST Tim. If you know you need professional money management services, but are nervous about taking the leap, talk to Tim."
~Carolyn T.
What We Do:
- We create roadmaps for our clients to instill a sense of peace (and optimism) knowing they are on the best course.
- We provide answers to your financial questions so you can make educated and informed decisions about your retirement.
Fiduciary
Eagle Ridge Wealth Advisors is a fiduciary firm that will always put your best interests first by acting with skill, care, diligence and good judgement while providing full disclosure of all important facts or unavoidable conflicts of interest.
CERTIFIED FINANCIAL PLANNER™
Only about 30 percent of financial advisors hold the CERTIFIED FINANCIAL PLANNER™ designation1, which typically has a pass rate of approximately 60-65 percent2. Our education is a reflection of our dedication to sound financial advice.
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