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Together we'll help YOU build a confident tomorrow!

Our team here at Ridgetown Investments understands that every individual’s life is different. We take pride in our dedication to better listen and understand your unique financial situation and personal goals. This allows us to create a customized financial management plan that aligns with your short and long-term objectives. By building a stronger personal relationship with you, we are able to help you anticipate needs and plan for a more confident tomorrow.

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Consistently in the top 2% of LPL's 21,000 Advisors

About Us

About Us

Ridgetown Investments was founded with the mission to help families, individuals, and businesses prepare and build a confident tomorrow.  Using our client-focused strategy, we clarify your current financial position, identify your unique needs, and develop a personalized action plan based on your goals. Our goal is to work together with you to develop milestones to track progress and stay focused. 


The best part about our process is that it can be applied to any financial situation. Whether you’re looking to make a major purchase, preparing for retirement, experiencing a major life event, or just looking for a second opinion on your current path, we can help you build a more confident tomorrow. 

Our Story
Dedication to Clients

Dedication to Clients

Our Administrative Support is a team of professionals dedicated to providing clients with the best service and all-around client experience. They are the ones that greet you as you walk through the door and call in with questions as well as help with all tasks in between. Our administrative team is always eager to help in any way they can. Please never hesitate to reach out to any one of us with your questions. 

Our Team
Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.
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Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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1Achievement is based on annual production among LPL Advisors only