Brian Lawrence, CFA
Wealth Advisor & Partner
The Mountaineer
Hi, I’m Brian Lawrence, founder and partner at North Ridge. I guide busy professionals through the complex world of retirement and tax planning; I especially enjoy helping them pursue philanthropic goals.
Qualifications
BS in Finance & Economics, Linfield University
Chartered Financial Analyst (CFA)
Over two decades of experience guiding high-net-worth professionals
Featured and interviewed on Fee-Only Network
Get to Know Brian
Why financial planning?
My grandfather's gift of stock shares in high school sparked my passion for investing and helping others build wealth. My career taught me that smart investments alone aren't enough—they must be paired with thoughtful financial planning. Without a plan, you're navigating the wilderness without a map.
Why me?
I founded North Ridge Wealth Advisors to do the right thing for clients—every time. Period. Trust is everything when someone handles your financial life. As a rock climber and alpinist for over 20 years, I know what it means to trust a partner with your life. Trust builds the foundation, but skill, adaptability, and perseverance get you to the summit.
My Favorite…
Bucket List Item – Rock climbing & skiing in Norway
Causes – Habitat for Humanity, Financial Beginnings
Hike – The Khumbu Valley in Nepal
Books – The Investment Answer, Fooled by Randomness
Place in Oregon – Smith Rocks (rock climbing with friends), Hoodoo (skiing with the family)
Family Trip – Visiting my wife’s family in Taiwan
