Ridgedale Advisors LLC is a financial services firm based in Rye Brook, New York, specializing in investment management for individuals, families, and institutions. The firm is an independent Registered Investment Advisor (RIA) committed to delivering personalized wealth and portfolio management services tailored to clients’ long-term goals. With a focus on transparency, fiduciary responsibility, and a client-first approach, Ridgedale provides comprehensive financial planning and investment strategies grounded in rigorous research.

The firm is known for its disciplined investment philosophy, which blends long-term thinking with risk-aware asset allocation. Their team brings extensive experience in capital markets and takes pride in building lasting relationships rooted in trust, communication, and customized service. Ridgedale Advisors also offers institutional consulting solutions, serving nonprofit organizations and corporate retirement plans. Emphasizing integrity and thoughtful guidance, the firm aims to help clients achieve financial confidence through informed decision-making.

Website: http://www.ridgedaleadvisors.com/

Key Services:

– Investment portfolio management
– Wealth and financial planning
– Retirement planning and advisory
– Institutional consulting for nonprofits and retirement plans
– Risk assessment and asset allocation strategies
– Fiduciary financial advice