A.B. Ridgeway Wealth Management

"Where Christians Come To Talk God and Money"

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Proverbs 21:5

Free 30-Minute Consultation

No one cares how much you know, until they understand how much you caRE!

As a Christian Investment firm, our goal is to make sure that Christians feel comfortable in their pursuit of aligning their investments with the Word of God. Use this free consultation to figure out if we have the knowledge base you need to solve your investment issues. Also, use it to figure out if we have the capacity to provide the love and support you need to make good and sound financial decisions.

FREE

No Minimums

John 3:16

Good Faith Review

What if i want to change my financial advisor because i am not happy?

Financial planning is a service and you have every right to make a change. If you are looking for something different or need a second professional opinion, sign up for our Good Faith Review where we will:

$1498

No Minimums

Proverbs 21:5

The 'Upper Hand' Christian Financial Plan

Learn how to manage your finances like a true Christian and reduce your investment risk.

We identify every known dollar and assign a steward to carry on your legacy. Biblical Financial Planning is the willingness to manage your finances and resources based on the principles and teachings based on the Bible. With our One-Time Christian Financial Plan, we create a framework to build and fulfill your stewardship obligations as a child of God.

$2998

No Minimums

John 3:16

Personal Certified Private Wealth Advisor®️ Professional

is it worth hiring a Christian financial advisor?

The fear of running out of money and making a bad financial decision with your retirement is real. Partner with a Christian Financial Advisor with over 12 years of experience who will help you find opportunities to grow and protect your wealth every step of the way. Services include:

1% Assets Under Management
$250,000 minimum investable assets

How To Work With A Christian Financial Advisor in 5 Simple Steps

INTRO CALL

  • Get to know each other and if we are a good fit.
  • Get your initial questions answered.
  • Does it make sense to schedule a Discovery Meeting?

GATHER AND ANALYZE

Gather information such as…​

  • Investment statements
  • Income, expenses and savings
  • Retirement age and income goal

​We analyze this information to answer the big three questions

DISCOVERY MEETING

Interactive session to discuss projections and answer the three big questions…​

  1. Are you on track to retire?
  2. Can you reduce your taxes?
  3. Can you improve your investments?

CLIENT ONBOARDING

We take care of most of this for you. What to expect:​

  • Account transfers and consolidation
  • Reallocating investments
  • Initial financial plan and retirement income strategy

ONGOING ADVICE

  • Call & meeting frequency customized to your needs
  • Financial and Retirement Income Planning
  • Customized Social Security Strategy
  • Investment Management and Updates
  • Tax Planning

Pricing and Features

Good Faith Review

$1498

  • Identify Financial Gaps, Threats, Opportunities, Weaknesses in current plan.
  • 35-point Financial Health Report
  • Investment Review
  • 4 meetings with a Certified Private Wealth Advisor®️ professional
  • Fee and Expense Report
  • Electronic report of results
  • Goal Setting

The Upper Hand Christian Financial Plan

$2998

  • Comprehensive Financial Plan
  • Strength, Weaknesses, Opportunities, and Threats (SWOT) analysis
  • 35-point Financial Health Report
  • Investment Review
  • 8 meetings with a Certified Private Wealth Advisor®️ professional
  • Fee and Expense Report
  • Electronic report of results
  • Goal Setting
  • Investment Account Rebalance
  • Retirement & Estate Planning
  • Unlimited Financial Plan Updates for One-Year

Personal Certified Private Wealth Advisor®️ Professional

1% of Assets Under Management*

  • Comprehensive Financial plan
  • Unlimited Financial Plan Updates
  • Unlimited Access to a Certified Private Wealth Advisor®️ professional
  • Identify Gaps/Opportunities in Financial plan
  • 35-point Financial Health Report
  • Investment Management and Reviews
  • 24/7 Client Portal Access
  • Review Beneficiary/Transfer on Death (TOD) designations
  • Verify automatic contributions or distribution arrangements
  • Insurance review: property, casualty, and life
  • Employee Benefits Review
  • Establish Investment Policy Statement
  • Budget creation/review
  • Risk Tolerance review
  • 401k/403b/IRA/Roth IRA/Pension account reviews
  • Annuity Review
  • Account consolidation
  • Create A Debt Management Strategy
  • Power of Attorney review
  • Medical Proxy
  • Update Account Titling
  • Private Customer Vault
  • Investment Rebalancing
  • Qualified Charitable Donation distributions
  • Required Minimum Distribution (RMD) review
  • Social Security Analysis
  • Cash flow analysis
  • Income and Expense reports
  • Goal Setting
  • Strategy Implementation

*You pay a quarterly fee based on the total value of the assets we manage for you. This fee is calculated as a percentage of your Assets Under Management and is tiered. Therefore, you never pay more until you make more.

"Christian Financial Advisors Are Waiting to Serve You"

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