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.
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.
Laura Redfern
CERTIFIED FINANCIAL PLANNER™ (CFP®), PROFESIONAL
Investment Advisor Representative
Certified Financial Transitionist ®
William Hepburn
VICE PRESIDENT OF INVESTMENT RESEARCH
Investment Advisor Representative
Phil Lebkuecher
Behavioral Financial Advisor (BFA)
Investment Advisor Representative