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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

  • Brian Lawrence, CFA

    Wealth Advisor & Partner

  • Adam Cornwell, CFA, CFP®

    Wealth Advisor & Partner

  • Lynn Baudrexl

    Client Service Manager

Meet The Team

“Motivation is the single most important factor in any sort of success.”

— Sir Edmund Hillary, Mountaineer & Philanthropist