Ivy Ridge Asset Management, LLC

Certified Financial Planner

Focusing on Retirement Income & Tax Planning

You work hard to build a better life for your family and yourself. When it comes to investing what you have earned, you want advice that is thoughtful, honest, and consistent with your values and financial goals.

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Who We Are

We are a registered investment advisor (RIA) specializing in investment advisory and financial planning services to clients on a discretionary and non-discretionary basis. We are based in Rhinebeck, New York, just outside the metropolitan New York City limit. We serve the interests of our clients in New York and Connecticut.

Ivy Ridge Asset Management, LLC is an independent investment advisory firm whose primary objective is to build and preserve wealth for its clients. Founded in 2004, we work together with our clients to help provide personalized attention in areas such as financial planning, with an emphasis on both tax planning and retirement planning, and investment management.