Our Culture

How We Work For You

Our Culture

While our team’s educational background is critical in problem solving, it is our ability to relate to our entrepreneur and business executive clients that help each client know they are not alone…

We pride ourselves on not being like any other financial planning, or private wealth management firms…

Essential to our success, are the cornerstones of collaboration and effective teamwork.  These cornerstones can be seen throughout our weekly investment committee meetings, in strategy sessions between colleagues, and in each individual client meeting…

We stay on top of today’s quickly changing socio-economic environment by continually challenging ourselves to be highly efficient and knowledgable. In order to provide our clients with up-to-date information as events unfold, we stay abreast of the changes, regulations, and trends within investing, planning, and tax strategy…

Every team member, regardless of tenure or experience, is encouraged to contribute ideas and discover solutions.  While we may be the “newer kid on the block”, our decades of experience and inherent values make us a vital addition to the financial industry. We live our vision and mission everyday.

Our Vision

Life often takes unexpected twists and turns.  With proper financial planning and wealth management, the impact of these events can be minimized.  We can quickly dust ourselves off and resume our path toward our dreams…

Therefore, our goal at Horizon Ridge Wealth Management is to prepare business owners for the future…

In fact, it is our belief that we are “in the business” of scenario management… 

We’ve built an end-to-end comprehensive financial, and exit, planning process that, along with our wealth management service, strives to help bring you confidence and direction in your personal and business planning….

The team at Horizon Ridge Wealth Management believes planning for a better tomorrow, starts today.

Our Mission

At Horizon Ridge Wealth Management we seek to provide personalized service to business owners throughout every stage of your life.  Living our mission requires us to deliver these services according to our core values:

Integrity.  It is our belief that above all, we must do our jobs with integrity.  We understand that we need to earn your trust, then keep it, through the length of our relationship.

Transparency.  Sadly, transparency has become almost optional in financial services, to the point where regulatory bodies have had to define what the relationship between a client and their advisor should look like.  At Horizon Ridge Wealth Management, we will always be transparent in all aspects of our relationship with you.  That means we will clearly explain our fees and how we get paid, be clear in how we work with you, and also disclose any potential conflicts of interest to you, both verbally and in writing.

Loyalty.  Loyalty comes with time.  We understand sharing your financial life with us is hard so we will work even harder to maintain your trust and loyalty every year.

Compassion.  Compassion can be hard to measure but easily observed.  Your life is challenging enough and it can be difficult to know with whom to share your deepest secrets.  We have many years of experience working with clients who have hit significant roadblocks.  Through our approach and processes, we have found ways to help them overcome their obstacles.  It’s the compassionate teamwork between you and us that makes the difference.

                             

 

LPL Financial

Horizon Ridge Wealth Management was formed as an independent firm with the flexibility to offer our clients access to a wide range of non-proprietary products and services — with no obligation to any entity, only our clients and ourselves.

We are supported by the resources of LPL Financial.  LPL Financial is one of the nation’s leading financial services companies and a publicly traded company on the NASDAQ under ticker symbol LPLA.

The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

Learn more here.

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