Who We Are

Park Ridge Asset Management is a registered investment advisor based in Raleigh, North Carolina. Our firm was established in 2008 to provide individuals and institutions with customized planning and high quality investment solutions. We have a diverse group of clients which includes business owners, retirees, multi-generational families, corporate executives, and other professionals. While the majority of our clients are individuals and families, we also serve retirement plans, corporations, non-profits, and trust companies.

Our two partners have over 40 years of combined investment experience, and have been working together for over twenty years. Both partners hold the CFA® designation.