Eagle Ridge Investment Management

Our Story

Eagle Ridge is an independently owned investment advisory firm passionate about serving clients through investments and comprehensive advice. We act as a trusted advisor to our clients in all aspects of their financial lives. Our objectives are aligned with our clients’ – to protect and grow their wealth.

We commit to the improvement of our clients’ financial lives and work diligently to form deep, long-lasting relationships. We strive to understand each client’s complete financial picture including their short and long-term wealth goals. We thoughtfully manage each client’s portfolio to their personal situation rather than take a one-size-fits-all approach.

Eagle Ridge professionals possess a wealth of experience from a variety of backgrounds including portfolio management, security analysis, financial planning and wealth management. All investment research is done in-house with no reliance on Wall Street reports. Using our proven investment process, our focus is on building wealth over the long-term, not trading or speculating for short-term gain.