Educational Videos
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.
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 has a pass rate of approximately 55 percent2. Our education is a reflection of our dedication to sound financial advice.
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