Ridgewood Wealth Management was created in a way that puts the client first. Our fiduciary focus and client-centric strategies stand out in a world full of biased financial advice and self-interested advisors. At Ridgewood, we believe hope is not a strategy and our detailed financial plans and carefully constructed, customized portfolios put clients on the path giving them the highest possible probability of achieving their financial objectives.
Brad is co-founder of Ridgewood Wealth Management. He partners with a choice group of individuals and families to create multi-faceted financial plans designed to create, preserve, and transfer wealth in a way that reflects the client’s unique motivations, desires and vision for their financial future. Brad has over 14 years of experience working with high net worth families as their trusted advisor. Prior to co-founding Ridgewood, he partnered with C-suite executives, university administrators, and high net worth families as a financial consultant for Fidelity Investments. Brad experienced a high level of success at Fidelity, measured by the numerous awards he received while there, most notably the coveted President’s Circle Award. Despite his success, it was the personal convictions he developed while there that drove him to co-found Ridgewood Wealth Management. Brad’s experience and proven abilities ensure his skill to navigate clients through the complexities of their financial lives and build plans that will help them realize their financial goals. Born and raised in Belton, Brad now resides in Argyle where he enjoys spending time with his wife Brooke and daughter Clara. Brad is active in the Argyle Booster Club and sits on the finance committee for Northlake Bible Church.
Justin Hunter, CFA
Justin is co-founder of Ridgewood Wealth Management and plays an integral role in the development, execution and communication of client investment portfolio strategies. He began his career as an accountant at a fortune 500, publicly traded company and has since spent the last 15+ years working across all areas of corporate finance and investments for a large insurance agency and underwriter. During his tenure there, Justin performed investment research and analysis for many years on a billion-dollar portfolio while also earning the Chartered Financial Analyst designation. The CFA charter is the highest distinction in the industry and is widely considered to be the gold standard in the field of investment analysis. Justin’s years of experience and proven investment acumen ensure he has the expertise to help families grow, protect and distribute the wealth they have worked so hard to create. Originally from Southlake, Justin now calls Trophy Club home and enjoys spending time there with his wife Saber, son Kellen, and daughters Kaysie and Korie. Away from the office, Justin enjoys playing golf and watching his kids play sports.