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RETIRE ON YOU OWN TERMS 


Reduce Taxes | Optimize Investments | 

Make Work Optional in Retirement


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At Eagle Ridge Wealth Advisors

Our job is to give you answers to your financial questions (in plain English) so you can make educated and informed decisions about your retirement.

Fiduciary

We will always put your best interests first by acting with skill, care, diligence and good judgement while providing full disclosure of all important facts. Additionally, we will fully disclose — and fairly manage — any unavoidable conflicts of interest.

Fee-Only

Our fees are not tied to any commissions or external company, enabling us to deliver recommendations that are free from conflicts of interests. At our core, we’re here to provide you with peace of mind, confidence and clarity of the journey ahead.

CERTIFIED FINANCIAL PLANNER™

Only about 30 percent of financial advisors hold the CERTIFIED FINANCIAL PLANNER designation1, which has a pass rate of approximately 55 percent2. Our education is a reflection of our dedication to sound financial advice.


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