Adaptive Strategies. Clear Communication. Fiduciary First.

Ryan Redfern, CMT®, ChFC®, worked in the financial services industry for more than 15 years before founding Shadowridge Asset Management in 2012. Guided by the belief that clients deserve an investment approach that adapts to changing market conditions and unwavering fiduciary advocacy, he founded Shadowridge Asset Management to prioritize clarity, transparency, and thoughtful stewardship.

Who We Are

Shadowridge Asset Management is a fee-only fiduciary registered investment advisory firm specializing in tactical, risk-managed investment strategies and integrated financial planning. Grounded in technical discipline, data-driven research, and proactive adjustments, we work with individuals and families nationwide to cut through market noise and volatility to create practical, risk-managed strategies tailored to today’s—and tomorrow’s—conditions.

What We Do

We manage IRAs, Roth IRAs, 403b, Individual, Joint, Trust accounts and more, using a disciplined, research-based approach designed to adapt to changing market conditions. Rather than looking at any one decision in isolation, our financial planning process considers how retirement, taxes, cash flow, insurance, and long-term goals work together—so your plan feels cohesive, personal, and aligned with your priorities.

Who We Serve

We work with individuals and families who value a thoughtful, proactive approach to investing and are mindful of market volatility and downside risk. Our clients seek strategies that feel intentional rather than reactive and want clear communication, education, and a long-term relationship with a fiduciary advisor who provides clarity, perspective, and confidence.

Meet The Advisor Team

Ryan Redfern, ChFC®, CMT®

President, Founder, and Chief Investment Officer

Ryan leads Shadowridge’s investment research and tactical portfolio strategies, bringing a disciplined, risk-aware approach to navigating changing market environments. His background in technical analysis and portfolio management supports thoughtful decision-making across market cycles.

Laura Redfern, CFP®, CeFT®

Senior Financial Planner

Laura focuses on integrated financial planning, retirement strategy, and client education, helping individuals connect financial decisions to their broader life goals. She is frequently quoted in national financial publications and known for clear, practical guidance.

Phil Lebkuecher, BFA®

Investment Advisor Representative

Phil works closely with clients to align financial decisions with personal values through a relationship-driven planning approach. Drawing on decades of experience and training as a Behavioral Financial Advisor, he helps clients uncover their “why” and build meaningful plans.

Heather D. Johnson

Investment Advisor Representative

Heather helps families build financial confidence through practical financial planning grounded in real-life experience. As a small business owner, mother of three, and fluent American Sign Language communicator, she brings empathy and inclusive communication to every client relationship.

Our Investment Approach

Passive models with fixed allocations work until they don’t—especially in volatile or down cycles. Shadowridge is built differently: proactive and adaptive portfolio management means responding to actual conditions with risk controls, exposure adjustments, and reallocations when appropriate, grounded in technical analysis, discipline, and process over prediction.

How We Work With Clients

We start by listening. Every client relationship begins with a no-pressure conversation focused on your goals, priorities, and what you want your financial life to support. From there, we review your portfolio, risk exposure, and planning considerations, and offer thoughtful, transparent guidance. Ongoing oversight, regular communication, and continued education help ensure your plan evolves as life does, helping you stay informed and supported as decisions unfold over time.

Why Risk Awareness Matters

Market volatility often shakes people out of positions and tests resolve, but that’s where a tactical, risk-aware approach shines—using data and charts to manage drawdowns, spot sector shifts, and avoid knee-jerk moves. This is especially important when you’re close to or already drawing from your portfolio, as many of our clients nearing or in retirement can appreciate.