RETIRE ON YOUR OWN TERMS

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Eagle Ridge Wealth Advisors

Is a Registered Investment Advisor firm serving the greater Peoria, IL area from our office in Morton, IL. We provide financial planning, retirement planning, and investment management solutions to help clients organize, grow and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places client best interests first.

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.

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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