Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm. We’re a team of specialists whose first commitment is always to our clients and their financial needs. Planning and investing for the future can be overwhelming and, at times, frightening – that’s why we’re dedicated to understanding your financial needs, goals and comfort level with risk first. Securities offered through Triad Advisors, LLC member FINRA/SIPC. Advisory services offered through OverRidge Wealth Advisors. OverRidge Wealth Advisors is an independent Registered Investment Advisor and is not affiliated with Triad Advisors, LLC.