Mission Statement

Ridgewood Associates’ mission is to help clients achieve financial peace of mind by working with them to understand and develop a plan to meet their financial goals.

Our History

Before Ridgewood Associates was founded in 1985, it was the Ridgewood branch of Tucker Anthony & Co., a New York Stock Exchange member firm. Tucker Anthony began consolidating its offices and wanted to close the Ridgewood branch.

It was this type of change that led to Ridgewood Associates being founded in 1985. Phil, a Vice President with Tucker Anthony and the branch manager of the Ridgewood office, knew that the best way to serve clients was a more personalized approach. Wanting to stay within the community, Phil bought the branch from Tucker Anthony and established it as his own firm, Ridgewood Associates. This created an independent, highly personalized, client-oriented company.

In 1996 Ridgewood Associates entered a strategic alliance with First Clearing Corporation, a registered broker-dealer and a non-bank affiliate of Wachovia Corporation. This alliance has allowed Ridgewood Associates to have the resources and competitive advantages of large brokerage houses while maintaining its independence, flexibility, and truly client-oriented focus.

Ridgewood Associates’ primary concern is building relationships. Our goal is to meet our clients’ goals. We take pride in the fact that many of our clients rely on us for every aspect of their financial needs.