Who We Serve?
What Makes Us Different…
We don’t want to just tell you what to do with your money, we want to teach you the skills to have a fantastic financial future.
What Credentials Do you Hold?
Ryan holds a Chartered Financial Consultant (ChFC®) designation. Laura holds a CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and Certified Financial Transitionist (CeFT®) designation. Phil holds a Behavioral Financial Advisor (BFA) designation and a Master of Business Administration (MBA).
What Type Of Services Do You Provide?
We provide personalized, confidential investment management to individuals, small businesses, trusts and estates, charitable organizations, pension and profit sharing plans, and 403(b)’s and ORP programs.
Account types include IRA’s, Roth IRA’s, SIMPLE IRA Plans, Individual and Joint Investment Accounts, Trust Accounts, 403(b) (ORP and TSA) accounts.
We also provide financial planning services with a structured, practical approach that help clients define and achieve their goals.
How Long Have You Been Around?
Shadowridge Asset Management, LLC was founded in 2012. Ryan has been a licensed Investment Advisor Representative since 2003. Laura has been a licensed Investment Advisor Representative since 2007. Phil has been a licensed Investment Advisor Representative since 1993. Will has been a licensed Investment Advisor Representative since 1995.
COME GRAB A COFFEE WITH US
Here at Shadowridge we want you to feel relaxed, and at home. We pride ourselves on our unique take on financial advising.
Come by, and grab a coffee we would love to get to know you.
Your Financial Guides
We have unique team members who’s mission is to take the fear out of finance and make money meaninful.
Laura F. Redfern, CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional Investment Advisor Representative and Certified Financial Transitionist ®, Financial Planning
Ryan C. Redfern, Chartered Financial Consultant (ChFC®) President, Chief Investment Officer
R. Phil Lebkuecher, Behavioral Financial Advisor (BFA) Investment Advisor Representative
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(+880) 123 456 7898 (+880) 123 456 7898