Company

Ledgewood Wealth Advisors is an independent, advisory firm providing comprehensive financial planning and investment strategies to help our clients in meeting their life goals. We provide custom-tailored solutions based on a thorough understanding of each client’s personal situation.  By always putting our clients' needs first, we have developed long lasting relationships built on trust and transparency.  

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your trusted advisors, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams.

Our company is based on our core values of objectivity, comprehensive wealth management, excellent client service, and personalized portfolio solutions. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (603) 773-0080