Our goal as your dedicated financial advisor is to provide you with peace of mind, comfort or at the very least let you know where you stand. We are a fiduciary firm and we work closely with those who are retired or close to it, delegators, individuals who value putting money away, and genuinely good people. We offer investment, retirement & comprehensive financial services including business planning, retirement planning, estate planning, tax planning risk management, and investment management. Eagle Ridge Wealth Advisors is led by founder and president Tim Doehrmann, CFP®