No matter where you are in life - just starting out, providing for a family or planning for retirement - having a clear financial path can help give you confidence for the future. Let our team create a strategy that can help you meet your goals, overcome your challenges and realize your dreams. 

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​Named Forbes Top Financial Security Professional 2023 #5 for South Carolina

Our Areas of Experience

Comprehensive Fee-Based Financial Planning

Individual Retirement Planning Strategies

Asset Allocation

 Investment Management

Small Business Benefits

Group Retirement Planning Strategies

Individual Investments

College Savings Strategies

Business Continuation & Exit Strategies

Asset Protection & Risk Management

Tax Planning Strategies

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Blue Ridge Financial Planning and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.  Fixed insurance services offered through Blue Ridge Financial Planning. Investing involves risk of loss. Diversification and asset allocation strategies do not assure profit or protect against loss. www.finra.org www.sipc.org
Blue Ridge Financial Planning does business in the following states: 
Securities {FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Mutual Funds: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Life Insurance: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Annuities: [FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
Variable Annuities: [​FL, GA, IL, IN, IO, MD, MI, MS, NV, NJ, NC, SC, TN, TX]
https://www.joincambridge.com/investors/cambridge-disclosures/form-crs/