FINANCIAL PLANNING
Through financial planning, we help clients bring their financial lives into focus, allowing them to experience clarity and organization.
INVESTMENT MANAGEMENT
Shadowridge distinguishes itself from many investment advisors you will encounter by our active risk-managed, tactical approach to investing. We do not believe in passive, buy-and-hold portfolios.
Ryan Redfern, CMT® ChFC®, worked in the financial services industry for over 15 years before founding Shadowridge Asset Management in 2012. Fueled by the belief that his clients deserved better investment management, his vision was to create an asset management firm that served as a fiduciary and advocate for its clients.
What Makes Us Different..
- You will work with fiduciaries who act in your best interests, not sales people working on commission.
- You will talk to someone who will also listen.
- You will speak with a real person, someone who uses plain English, not financial jargon.
Who We Serve
Retirees
Couples
Independent Women
Download Some of Our Resources
Your Financial Guides
Real People, Real Connections.
William Hepburn
VICE PRESIDENT OF INVESTMENT RESEARCH
Investment Advisor Representative
Laura Redfern
CERTIFIED FINANCIAL PLANNER™ (CFP®), PROFESSIONAL
Certified Financial Transitionist ®
Investment Advisor Representative
Phil Lebkuecher
Behavioral Financial Advisor (BFA)
Investment Advisor Representative
Let’s Start a Conversation
