RidgePoint Financial Partners

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Jeremy Heller

Jeremy Heller

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Jeremy Heller's website
Christopher Townsley

Christopher Townsley

CFP®, ChFC®, CASL®, RICP®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Visit Christopher Townsley's website
John Shimp

John Shimp

CFP®, CRPC®, APMA®, CDFA®, CLTC®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Visit John Shimp's website
Daniel White

Daniel White

CFP®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Daniel White's website
Brendan O Reilly

Brendan O Reilly

MBA, CLTC®

Financial Advisor

Financial Planning Specialist
Visit Brendan O Reilly's website
John D Jim

John D Jim

ChFC®, CRPC®

Private Wealth Advisor

Chartered Financial Consultant®
Visit John D Jim's website
Gerard C Lemly

Gerard C Lemly

CFP®, ChFC®, CRPC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Gerard C Lemly's website
May Lai

May Lai

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
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Anthony J Bruno

Anthony J Bruno

ChFC®, CLU®, CASL®, RICP®

Private Wealth Advisor

Chartered Financial Consultant®
Visit Anthony J Bruno's website
Joe Dougherty

Joe Dougherty

Financial Advisor

Investment Manager
Visit Joe Dougherty's website
William F Davis

William F Davis

CFP®, CDFA®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit William F Davis's website