Welcome to
Shadowridge aSSET mANAGEMENT llc

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
– Robert Kiyosaki

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. 

THOUGHT LEADERSHIP

We aren’t kicking back in the office. We are out there talking with learning from, and influencing other thought leaders in the industry. 

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..

What Makes Us Different

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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

The thought of reaching the day when your working days are over should evoke joy, not fear or concern. We can provide the thorough planning and diligent preparation that can help ensure that you are not just looking toward the future – but looking forward to it.