Contact Blue Ridge

Start with the question that brought you here.

Whether you are considering a new planning relationship or already work with Blue Ridge, tell us what you need. We will help you find the appropriate next step.

Send us a messageSchedule a meeting

A simple way forward

You do not need to have everything organized before reaching out.

01

Tell us what prompted the conversation.

A question, transition, uncertainty, or request is enough to begin.

02

We direct your message to the right person.

Our team will review the request and determine the appropriate response.

03

Leave sensitive information for a secure channel.

The contact form is for general communication—not private financial documents.

General inquiries only · do not include account numbers or sensitive financial information

Choose the path that fits

Ready to book—or prefer to send a message?

Use the contact form for general questions and personal assistance. If you already know you would like a meeting, the scheduling page provides separate options for prospective and existing clients.

Prospective clients

I want to explore working with Blue Ridge.

Choose an initial meeting to discuss planning, investments, retirement decisions, or the questions that brought you here.

View new-client meeting options →Existing clients

I need a review, follow-up, or check-in.

Choose the meeting type that best matches the conversation you need with the Blue Ridge team.

View existing-client meeting options →

Send a message

Tell us how we can help.

Complete the form below and a member of the Blue Ridge team will review your message. Please keep the message general and do not attach or include confidential financial information.

Fort Mill office

Local presence. Personal response.

Visit

111 Clebourne St., Suite 220
Fort Mill, SC 29715

Google MapsApple Maps

Call or text803-443-0008

Meeting availability

In person and virtually

Office team

Joe Silva & Monique Ryan

Protect your informationDo not send Social Security numbers, account numbers, passwords, tax documents, statements, or other sensitive financial information through this general contact form.

Blue Ridge contact form

What can we do to help?

Fields marked with an asterisk are required.

First name *

Last name *

Email *

Phone number *

Comment *

Submit message

Preview only · the published page retains the native Weebly submission form

What happens next

A thoughtful response—not an automated handoff.

Your message helps us understand the nature of the request and determine the most useful next step.

01 · Review

Our team reads your message.

We identify whether the request involves scheduling, service, planning, investments, or another office need.

02 · Respond

We follow up personally.

A member of the Blue Ridge team will contact you using the information provided in the form.

03 · Direct

We clarify the next step.

That may be a meeting, a brief conversation, or instructions for sharing information through an appropriate secure method.

Prefer to choose a time now?

The schedule page makes the next step clear for new and existing clients.

Select whether you are exploring a new relationship or scheduling an existing-client conversation, then choose the meeting type and time that fits.

Open the scheduling page