Dynamic Strategies, Friendly Guidance:
Actively Shaping Your Financial Future!
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.