We Focus on Your Goals
So You Can Enjoy The Journey
We are a Texas-based independent personal financial planning and investment management firm. With innovative strategies and comprehensive, customizable solutions, we strive to provide high value to each and every client. Our focus is on helping you navigate life’s financial obstacles so that you can realize personal security and independence.
As a Registered Investment Advisor, we accept a fiduciary duty to act in your best interest and provide proactive, objective advice. Our mission is to earn your trust by connecting in a meaningful way that allows us to come alongside you as we help you achieve your financial goals and reach your maximum wealth potential.
Achieving your financial goals is more attainable with a trusted, knowledgeable guide who knows how to plan for a safe journey to the mountain peak (wealth accumulation phase), and then back down the mountain successfully (retirement distribution phase)
Mountains are a visual and symbolic source of inspiration for us at Ridgeback Capital Management. You can read in greater detail how the Ridgeback team sees an incisive parallel between the financial planning journey and the mountain climbing experience HERE.
The Benefits of Financial Advice
As a financial guide, our primary purpose is to develop a plan to help you get from where you are today to where you want to go tomorrow and stay on course along the journey.
Consider These Three Facts of Today’s Modern Life:
Not enough time or inclination to plan for your future or manage cash flows or investments.
The economic environment is ever-changing, and investors receive an increasing amount of information from a multitude of media sources.
We will help you filter the noise and focus on what matters to make the best financial decisions for you and your family.
Often, a focus on financial issues happens because of a specific problem, life event, or market disruption leading to an emotional response and irrational decisions.
Reasons To Partner With The Ridgeback Team
Candid, Objective Advice – Just for You
You consult a financial advisor because you are looking for help, for a partner to be as invested in your success as you are. You want to make sure you are doing the right things and making the right choices for you and your family.
Collaborative, Accessible Advisors
At Ridgeback Capital Management, we hope that you will consider us part of your extended family as we share in your life’s challenges and triumphs. Our approach favors collaboration, so communication is not reserved for review meetings. We want to hear from you as often as needed, but especially when you are going through transitions or changes that prompt questions or feelings of uneasiness.
Planning for your financial future, including retirement, can feel overwhelming,
but it doesn't have to be
Avoid the anxiety of navigating these critical decisions alone. Let's journey together!
What Makes Us Different?
Exceptional In-House Expertise
Dedicated Partner for the Long-Term