Connect with Top-Rated Financial Planners in Santa Rosa!

Welcome to Ridgeview Financial Planning, a full service private financial planning and investment management firm serving clients all over the country. I built this firm to serve your needs in a no-conflict straightforward way. We only work for you. There are no third parties to get in the way. I believe that it's never been more important for investors to receive financial advice that is clear, actionable, and free of the conflicts of interest that plague the financial services industry. Providing open proactive communication, education about financial markets, and keeping your costs low, are some of what is most important to me. My mission is to be accountable, transparent, competent, honest, flexible, and passionate in the way I work with clients. I look forward to hearing from you. - Brandon Grundy CFP, Principal Financial Planning

JDH Wealth was founded with one purpose in mind: To take away the financial stress in your life so you can focus on what you love doing. We are a fee-based firm offering a wide variety of services to help you with your personal and business needs. Our annual minimum fee is $12,500 or $1,000,000 of investable assets. We would love to have a conversation with you to see if we would be a good fit for each other.