Ridgeview Financial Planning

Our Mission

Ridgeview Financial Planning is an independent, fee-only financial planning and investment management firm serving clients across the nation. We are driven by the conviction that sound financial planning is a vital tool for achieving your financial goals and building a secure future. With ethics, transparency, and personalized attention as our core values, we empower you to confidently navigate your financial journey.

About Brandon Grundy, CFP

Founder and Principal Financial Planner, Brandon Grundy, holds the Certified Financial Planner (CFP) designation, signifying his commitment to upholding the highest ethical standards and providing clients with holistic financial guidance. With a deep understanding of financial planning principles and investment management, Brandon guides clients through all aspects of their financial lives, from estate planning to retirement savings and investment strategies.

Our Guiding Principles

At Ridgeview Financial Planning, we believe in:

• Client-First Approach: Putting your needs and goals at the heart of every recommendation.
• Transparency: Openly sharing our process and fees to foster trust and accountability.
• Cost-Effectiveness: Utilizing efficient practices to deliver value without unnecessary expense.
• Integrity: Adherence to the highest ethical standards and industry regulations.

Our Services

We offer a comprehensive suite of services to address all aspects of your financial life, including:

Financial Planning

• Developing comprehensive financial plans encompassing your financial goals, risk tolerance, and investment preferences.
• Creating budgets and tracking expenses.
• Analyzing and optimizing debt management strategies.
• Guiding you through retirement planning and accumulation.
• Developing estate plans to safeguard your financial future.

Investment Management

• Building diversified portfolios tailored to your individual goals and risk tolerance.
• Constant monitoring and rebalancing your portfolio for optimal performance.
• Utilizing a fiduciary approach to investment management, ensuring your interests always come first.

Tax Planning

• Identifying tax optimization opportunities to minimize your tax burden.
• Assisting with tax compliance and filing requirements.

Our Clients

Our clients value:

• Personalized guidance and ongoing support.
• Clear and concise explanations in digestible terms.
• Access to technology for secure online access to documents and financial plans.
• A trusted advisor who proactively communicates and addresses their financial concerns.

Get Started Today

Schedule a complimentary consultation to discuss your financial goals and discover how Ridgeview Financial Planning can help you achieve them.