Dream Big. Plan Smart.

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Discover Why Clients Hire Us...

The right experience to guide you through life's successes and challenges...

All supported by sound financial planning to keep you on track to your dreams.
Financial planning, investment management, alternative investments, exit planning, divorce planning, special needs planning, senior care provided by Horizon Ridge Wealth Management

Trust. Integrity. Transparency.


Evidence-based, disciplined investing strategies, and risk management that strives to keep your money working harder for you
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Check the background of investment professionals associated with this site on the CFP Board of Standards website: Let's Make A Plan
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Full Disclosure

Transparency in all aspects of our work, since that’s vital for you to feel confident and comfortable with our services
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The right mix of experience and knowledge, wrapped up in a high service, very personalized approach
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Typical Clients

Hear examples of stories that may relate to your friends, family, co-workers, and/or neighbors.

Greg and Lindsay Brambelton

Services: Retirement Planning, Asset Management, Estate Planning
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Betty Purcey

Services: Divorce Planning
Read Her Story

Tom and Karen Sterling

Services: Senior Care Planning, Asset Management, Retirement Planning
Read Their Story

Brian and Sara Thompson

Services: Retirement Planning, Asset Management, Insurance Planning
Read Their Story