OVERRIDGE WEALTH ADVISORS – Your Trusted Financial Expert
OVERRIDGE WEALTH ADVISORS is a leading financial advisory firm that helps clients achieve their financial goals and build wealth for the future. With years of experience and expertise in the industry, they have become a trusted partner for individuals and businesses seeking comprehensive financial planning services.
How does the advisor help clients – Key Takeaways:
- Provides personalized and tailored financial advice
- Offers a wide range of financial services to meet the diverse needs of clients
- Creates customized financial plans to help clients achieve their long-term goals
- Employs a team of experienced and knowledgeable advisors
- Ensures transparency and clear communication with clients
Facts and Insights
Below are some key facts and insights about OVERRIDGE WEALTH ADVISORS:
- Assets Under Management: $500 million
- Number of Advisors: 15
- Time in Business: 20 years
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $200 | 10 |
| 2016 | $250 | 12 |
| 2017 | $300 | 14 |
Financial Services Offered
OVERRIDGE WEALTH ADVISORS offers a comprehensive range of financial services that cater to the various needs of their clients. These services include but are not limited to:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Wealth Management
Client Types
OVERRIDGE WEALTH ADVISORS serves a diverse group of clients including:
- High-net-worth individuals
- Small business owners
- Families
- Professionals
- Retirees
Fees & Compensation
OVERRIDGE WEALTH ADVISORS believes in transparency and therefore, clearly outlines their fees and compensation structure to clients. They charge a fee-based structure based on a percentage of assets under management. This ensures that their goals are aligned with their clients’ and there are no hidden commissions or conflicts of interest.
Background
OVERRIDGE WEALTH ADVISORS was founded in 2000 by John Overridge, a highly experienced and knowledgeable financial advisor. Their team of advisors consists of certified financial planners, investment experts, and tax professionals who work together to provide holistic financial planning services to clients.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, OVERRIDGE WEALTH ADVISORS takes their clients’ trust very seriously. They follow a strict code of ethics and adhere to all regulatory guidelines. They also have a transparent disclosure policy in place and ensure that all potential conflicts of interest are disclosed to clients.
OVERRIDGE WEALTH ADVISORS is committed to helping clients achieve financial success and security. With their expertise, personalized approach, and commitment to transparency, they are your go-to financial expert for all your financial needs.