Eagle Ridge Wealth Advisors

Eagle Ridge Wealth Advisors provides discretionary portfolio management and a range of planning services — including project‑based, hourly, and an ongoing comprehensive planning option — to individual investors, small businesses, and non‑profit plan sponsors; the brochure reports roughly $52.5 million in assets under management across about 53 client relationships. The firm also provides employee benefit plan services and will prepare written or electronic financial plans covering topics such as retirement, tax planning, estate considerations, and cash‑flow analysis.

ERWA says it combines proprietary quantitative and qualitative research to construct portfolios of U.S. and non‑U.S. equities, fixed income, ETFs and other instruments, manages accounts on a day‑to‑day discretionary basis, and maintains a cash component to provide liquidity. The brochure also discloses two uncommon features for a firm of this size: it may charge performance‑based fees to qualified clients and it offers educational seminars or speaking engagements that are described as purely educational and not individualized advice.

Distinctive operational and personnel details in the brochure include a CFP‑certified principal with prior small‑business and real‑estate experience, an affiliation with an insurance agency and dually licensed associated persons (noted as a potential conflict of interest), and use of model marketplaces and selected custodians (Altruist, Interactive Brokers, TD Ameritrade) as the primary custody/execution channels. The firm conducts client reviews at least annually and emphasizes ongoing monitoring and implementation as part of its comprehensive planning service.