Ridgeline Wealth Advisors, LLC.

Joshua Self is a financial advisor at Ridgeline Wealth Advisors, LLC with 24 years of industry experience. He holds the CFP® and ChFC® designations and has worked at Ridgeline Wealth Advisors since 2016, following prior roles at Envision Wealth Planning and Penn Mutual Life Insurance Company. Outside of his advisory work, he is involved in credit card processing services for businesses, assisting in reducing transaction fees. Ridgeline Wealth Advisors is an SEC-registered firm serving individuals, retirement plan sponsors, trusts, and charitable organizations. The firm offers asset management, financial planning, retirement plan services, and tax preparation through affiliated CPAs, employing a long-term, diversified investment approach supported by technology platforms for portfolio administration and coordination.

Michael Perkins is a financial advisor with Ridgeline Wealth Advisors, LLC, holding the PFS™ designation along with Series 65 and Series 66 licenses. He has 18 years of industry experience and has been with Ridgeline since 2016, following prior roles at Envision Wealth Planning and Penn Mutual Life Insurance Company. Perkins is also a partner at Perkins Lund Collar and Associates, where he provides tax and accounting services. Ridgeline Wealth Advisors is an SEC-registered firm serving individuals, retirement plan sponsors, trusts, and charitable organizations. The firm emphasizes long-term, diversified portfolios based on fundamental security analysis and efficient capital markets, utilizing third-party technology platforms to manage assets both in and outside custody.

Michael Zeblo is a CFP® and Series 65-registered advisor with Ridgeline Wealth Advisors, LLC, based in Raleigh, NC. He has three years of industry experience, including prior roles at Lennar Homes and Norton, Collar, Lund, Lilley, PLLC. Zeblo also owns Michael Zeblo Tax Services, where he provides CPA and tax return preparation services. Ridgeline Wealth Advisors serves individuals, retirement plan sponsors, trusts, and charitable organizations, offering asset management, financial planning, and fiduciary services. The firm emphasizes long-term, diversified portfolios with a tax-aware investment approach and incorporates tax preparation services through associated CPAs.

Taylor Holloway is a financial advisor at Ridgeline Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Northwestern Mutual Investment Services LLC, and Jennifer Torrey. Ridgeline Wealth Advisors serves individuals, retirement plan sponsors, trusts, and charitable organizations with services including asset management, financial planning, retirement plan consulting, and tax preparation through associated CPAs. The firm emphasizes long-term, diversified portfolios based on fundamental security analysis and uses various technology platforms to manage assets both in and outside custody.