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

Joe Dougherty

Joe Dougherty

Financial Advisor

Investment Manager
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John Shimp

John Shimp

CFP®, CRPC®, APMA®, CDFA®, CLTC®

Private Wealth Advisor

Managing Partner of RidgePoint Financial Partners
Visit John Shimp's website
Brendan O Reilly

Brendan O Reilly

MBA, CLTC®

Financial Advisor

Financial Planning Specialist
Visit Brendan O Reilly's website
William F Davis

William F Davis

CFP®, CDFA®, APMA®

Financial Advisor

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

Team

Karoline O'Donnel

Client Service Coordinator