Who We Are
We believe in thinking differently. Blue Ridge Financial Planning is an organization that is focused on getting to know more about your goals, dreams and finding out what truly matters to you and your family.

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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2025 Five Star Wealth Manager Award as seen in Fortune and Charlotte Magazine (September 2025 Issue)! 
This award was issued on 08/01/2025 by Five Star Professional (FSP) for the time period 10/09/2024 through 03/31/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2028 Charlotte-area wealth managers were considered for the award; 93 (5 % of candidates) were named 2025 Five Star Wealth Managers.  Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations.  FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.​

​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/
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com