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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.
★ ★ ★ ★ ★
"...Overall, we are very pleased and confident with his financial guidance and we feel the decisions we are making together with him will secure our financial future."
~Mark B.
★ ★ ★ ★ ★
"...it is a true feel good to have my financial planning and tax planning handled by people who listen, care and follow through."
~Tim N.
★ ★ ★ ★ ★
"Tim and the team is a great fit for us. Very patient in explaining his strategy and learning about our goals. We could not be happier."
-Dana M.
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.
Educational Videos
Who is Eagle Ridge Wealth Advisors?