Plan wisely today,
Retire fearlessly tomorrow!

Financial planning for high-net-worth, busy professionals. Save purposefully. Spend confidently. Share generously.

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Signpost with two directional arrows pointing in opposite directions, one labeled 'Security' and the other labeled 'Freedom'.

▵ Invest Wisely

▵ Pay Less Taxes

▵ Retire worry-free

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Have more questions than answers?

  • Will I have enough money for retirement?

  • Am I saving the right amount?

  • How much can I safely spend?

  • When can I actually afford to retire?

  • How do I cover healthcare later in life?

  • How do I balance current lifestyle with future needs?

We guide you step-by-step on a path to prosperity with purpose. 

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  • A cartoon piggy bank with a coin on top labeled '1' and the text 'Save Purposefully' below.

    Save Purposefully

    Build wealth with strategies that balance living well today with securing tomorrow.

  • A sign with a hand holding dollar bills, with the words 'SPEND CONFIDENTLY!' below.

    Spend Confidently

    Create sustainable income streams that fund retirement while preserving your legacy.

  • A graphic with the word 'SHARE' at the top, a hand holding a coin in the middle, and the word 'GENEROSLY' at the bottom, encouraging sharing and generosity.

    Share Generously

    Amplify your impact with tax-smart charitable and family giving strategies.

Learn More

Our team has helped hundreds of busy professionals successfully plan for retirement and pay less taxes.

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Simple pricing with no surprises.

One all-inclusive fee for our wealth management.

No hidden fees. No hourly fees. No surprises.

Fee* Investment Assets
0.90% $0 - $1,000,000
0.80% $1,000,000 - $2,000,000
0.70% $2,000,000 - $3,000,000
0.60% $3,000,000 - $4,000,000
0.50% $4,000,000 - $5,000,000
0.40% $5,000,000 - $6,000,000
0.30% $6,000,000+

*$12,000 minimum annual fee

  • Our clients pay us an annual wealth management fee. We do NOT receive commissions, kickbacks, or any kind of payment other than the fee our clients pay us. We’re professional financial planners, not sales reps.

  • No. We have a minimum annual fee of $12,000 rather than a minimum portfolio size. This allows people to hire us with a ~$1M portfolio if they plan to grow their portfolio through aggressive contributions or sale proceeds.

  • Clients like the simplicity of having our fee billed quarterly to their investment accounts, rather than writing a check, which would otherwise impact their day-to-day cash flow. 

  • Though well-intentioned, people inevitably fail to execute the plan, putting their own financial goals in jeopardy. Either life gets in the way, or emotions get the best of them. Neither is a recipe for long-term success.

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Ready to plot your path to financial success?

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Let’s Talk

Book a no-pressure get-to-know-us call to discuss your goals and concerns and see if we’re a good fit.

1

Let’s Plan

Dream big and collaborate with us on a strategy tailored to your vision for the future and what could be.

2

Let’s Execute

We'll guide you on your financial journey, meeting periodically to adjust course as life inevitably throws you curveballs. 

3

Our mission is to simplify financial planning for crazy busy professionals.

High-earning professionals have complex financial needs but lack time and expertise because they juggle career demands and family responsibilities. This leads to aimless financial decisions and missed opportunities.

North Ridge was created to simplify your finances and give you and your family a clear path to financial independence.

Success Story

Unlocking Tax-Free Growth Despite High Income

Mark earned $650,000 as a young doctor in his late 40s, but he felt penalized by his own success when his high income disqualified him from contributing to a Roth IRA, missing out on decades of tax-free growth for both him and his kids.

Using one of our favorite tax loopholes, the “backdoor Roth IRA,” he was able to capture the tax-free benefits he thought were out of reach.

Mark now watches his Roth IRA grow each year, knowing he and his sons will never owe Uncle Sam a penny. What felt like a frustrating limitation became a powerful wealth-building opportunity. His family will benefit for generations.

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How to Squeeze All the Juice From Retirement by TED Speaker: Dr. Riley Moynes

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Request your FREE roadmap to a truly fulfilling retirement.

In his book The Four Phases of Retirement, viral TED Speaker Dr. Riley Moynes reveals why you must prepare yourself psychologically for this major life transition.

This eye-opening book unveils the predictable emotional journey almost every retiree experiences—from the initial honeymoon phase through the challenging periods of loss and rediscovery, to the deeply rewarding final phase where you find your unique purpose and give back to the world.

Only about 50 to 60% of retirees break through to the final phase, but those who do are some of the happiest, most productive, and satisfied people you'll ever meet. Don't let retirement happen to you. Take control of your journey and discover how to make your post-career years the most fulfilling of your life.