Walking with Clients Through All Life’s Financial Decisions

We give your goals a future by guiding you on a personalized financial path.

LET'S GET TOGETHER
R

CERTIFIED FINANCIAL PLANNER ™ Professional

R

Fee-Only

R

Fiduciary Adviser

Meet Your Financial Guide

scott simons | CFP®

“You shouldn’t have to guess when it comes to your investment strategy. I love walking with clients to help them discover their goals, design a plan, and celebrate their success.” 

For over 15 years, Scott Simons has dedicated his career to leading his clients to financial success. As a CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL, Scott is committed to upholding the CFP Board’s high standards of professional competency and ethics by serving his clients’ best interests today to prepare them for a more secure tomorrow. 

Continue Reading...

Before becoming a financial planner, Scott served as a branch manager for Fifth Third Bank. He was responsible for leading the branch and growing its portfolio of loans, deposits, and profitability. Before he was 26, Scott earned numerous awards for his leadership and industry success. 

Today, Scott supports clients through personal and commercial financing advice, investment management and financial planning. Whether you are a small business in need of an employee retirement plan, a couple experiencing an employment transition, or are simply looking to make wise investment decisions as you plan for retirement, Scott can create a personalized strategy to lead you towards financial success and accomplishment of your goals. 

When Scott isn’t working, he loves spending time with his wife and three children, playing pickleball, and boating.

We Work Closely With You to Help You Avoid:

E

Common investment mistakes

E

The guesswork of your financial future

E

Unnecessary taxes

E

Pitfalls associated with poor planning

E

Going into the biggest financial decisions of your life alone

E

Unexpected expenses of poor health care planning

Let's Get Together

Ridgeline Advisers Help Navigate You Towards Confidence in Your Future

meet your financial guides

We believe you should be able to enjoy retirement without worrying about the details.

Here’s how we help:

E

Investment Strategy

E

Asset Management

E

Estate Planning

E

Tax Aware Investing

E

Retirement Income Planning

E

Retirement Distribution Strategy

Your Trail Guide to Financial Peace-of-Mind

1. Let's Get Together

We’d love to get to know you, chat about your goals, and look at current data to see if you’re on track for financial success.

2. We'll Craft a Custom Roadmap for You

A retirement well-planned is never left to chance. We’ll craft a strategic plan to give your goals a future.

3. Be Confident in Your Future

Spend time with family. Travel. Leave a legacy. If you can dream it, we’ll help you get there – without the stress.

Let's Get Together

The Ridgeline Commitment
R

Client-Centered Service

What is important to you is important to us. We sit on your side of the table when it’s time to make life’s biggest decisions.

R

Long-Term Focus

We care about long-term relationships, which is why many families we serve are now multi-generational clients.

R

Consistent Communication

We don’t meet with you once and disappear. Your adviser will be in touch regularly to set goals and evaluate your progress.

R

Fee-Only Fiduciary Adviser

We gladly accept the legal responsibility of treating your best interests with honesty and integrity. We only succeed if our clients do – the way it should be.

You’ve worked hard for your money

Now Let Your Money Work For You

Let's Get Together

Let’s Get Together