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 Get the Most Out of Life in Retirement

 Reduce Taxes | Optimize Investments | Maximize Retirement Income

 Give Your Wealth a Second Look:

See our process

to Ensure You're on the Best Path.

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Who is Eagle Ridge Wealth Advisors?

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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. 


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. 


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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