Home - Mountain Ridge Financial

It's Your Retirement. How will you spend it?

Planning for your financial future shouldn’t feel like climbing a mountain solo. At Mountain Ridge Financial, we’re here to help as you pursue the summit of financial independence.

Problems We Help Address

What do you want out of retirement? What do you want to leave behind?
We can help you use the nest egg you’ve built to create income in retirement.

Whatever your situation, our team of financial professionals can design a strategy that can help you be financially confident in any economy.

Independent Advisors Focused on Your Future.

We’re not a big box firm. We’re a group of independent advisors who believe your financial strategy should be as unique as your thumbprint.

Live Events

You’re Invited!

Our seminars focus on financial concerns many people have about retirement, including having enough money to do what they enjoy, paying for health care and covering unexpected expenses.

Get the information you need to take charge of your financial future by registering for one of our upcoming events!

We're Here to Help.

Have a concern about your financial future? Reach out to us to get the answers you need.

Let's Talk

First Name

Last Name

Phone

How Did You Hear About Us?

Tell Us How You Heard About Us

Message

Accept Updates

Send me important links, updates, and information from Mountain Ridge Financial via text directly related to this request. I understand that text and email communication may be with human or AI assistants. Msg&Data rates may apply. Msg freq varies. Reply HELP for help, STOP to cancel.

Accept Invitations

I'd like occasional valuable financial insights, future event info & invitations for personalized planning sessions from Mountain Ridge Financial via text. I understand that text and email communication may be with human or AI assistants. Msg&Data rates may apply. Msg freq varies. Reply HELP for help, STOP to cancel.

P: 828.585.2599

info@mtnridgefinancial.com

15 Loop Road, Suite 1B
Arden, NC 28704

Connect with us:

Quick Links:

Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.