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Eagle Ridge Wealth Advisors
Is a fee-only 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.
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.
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.