RIDGEVIEW FINANCIAL PLANNING

Overview

Ridgeview Financial Planning is an independent, owner-operated RIA focused on financial planning and portfolio management for individuals, families and small business clients. The firm charges a mix of percentage-of-AUM and hourly fees and manages discretionary portfolios with a clear tilt toward exchange-traded equities. Advisory activity centers on comprehensive planning and separately managed account portfolio implementation, with support for institutional relationships as well as high-net-worth individual and family clients. Ridgeview does not position itself as an ESG-focused manager. Ridgeview deploys third‑party managers for targeted alternative exposures and uses mutual funds where appropriate, but the firm’s day‑to‑day portfolio construction emphasizes equity-focused, tax-aware implementation through separately managed accounts and exchange-traded instruments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices