Our Story

OUR STORY

PASSION TO PROFESSION

North Ridge is a small, passionate team of financial advisors dedicated to helping tomorrow's millionaires tackle their toughest financial challenges. Hoping to retire early? Put kids through college? Travel the world? Become financially independent? If you can dream it, we can plan it.  

Numbers nerds, data geeks, Excel jockeys...call us what you will, but one thing we're not is salesmen. You won't find any stuffy suits and ties (we don't sell anything) or marble and mahogany furnishings (uh, that's expensive!). As your trusted guide, our role is to engage, educate, and empower you to live a fulfilling and remarkable life. We manage your wealth so you can do what you enjoy most.

 
 
 Brian Lawrence
 

The Mountain Man

BRIAN LAWRENCE, WEALTH ADVISOR & PARTNER

Tying into a rope with your climbing partner is implicitly trusting them with your life. Working with a financial advisor is not much different. Trust is the foundation of that partnership. Skill, adaptability and perseverence gets you to that summit.

503.206.8784  +  brian@nrwadvisors.com

 
 
 
 
 
 

The Grizzly Guide

ADAM CORNWELL, WEALTH ADVISOR & PARTNER

Safely guiding photographers deep into the Alaskan bush in search of 1,000+ pound grizzly bears takes careful planning, behaviorial knowledge, and years of experience. Those same skills make me a successful investor and wealth advisor.

503.206.8784  +  adam@nrwadvisors.com

 Adam Cornwell
 
 
 
 Lynn Baudrexl
 

The Ravenous Reader

LYNN BAUDREXL, CLIENT SERVICE MANAGER

A good story whisks you into its world, much like a client (the protagonist) who faces an event (the inciting action) that sets characters in motion. Like any story, the hero must overcome a challenge (the conflict) before finding success (the resolution).

503.206.8784  +  lynn@nrwadvisors.com