Need advice on investing smarter? retirement income? funding college? reducing taxes? managing risk? exercising options? leaving a legacy? gifting to charity? buying real estate? eliminating debt?
At North Ridge Wealth Advisors, we help you grow and protect your wealth. Our mission is to empower you to leverage your money in a way that supports life’s many adventures.
GUIDED FINANCIAL EXPEDITIONS™
Summiting the highest mountains in the world calls for the wisdom of an experienced guide; the adventure of managing your wealth is no different.
North Ridge Wealth Advisors is an independent, fee-only financial planning firm based in Portland, Oregon. We partner with you to act as a trusted guide, navigating your unique financial landscape and planning a route to financial independence.
Focus on what matters most.
Are you leveraging your wealth to create the life you want?
Our clients are passionate about living life to the fullest – they’re involved in the local Portland community, planning adventures along the Oregon Coast, enjoying whitewater rafting on the Clackamas River, and summitting Mt. Saint Helens.
Worrying about their money is the last thing on their to-do list – that’s where we come in.
We aim to help you clarify your goals and values and guide you on the financial journey to maximize your wealth today while planning for an equally thrilling tomorrow.
Who We Are
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Brian Lawrence, CFA
Wealth Advisor & Partner
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Adam Cornwell, CFA, CFP®
Wealth Advisor & Partner
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Lynn Baudrexl
Client Service Manager
“Motivation is the single most important factor in any sort of success.”
— Sir Edmund Hillary, Mountaineer & Philanthropist