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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
Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Buying a Vacation Home? 5 Questions to Consider First

Buying a Vacation Home? 5 Questions to Consider First

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
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1Achievement is based on annual production among LPL Advisors only