Columbia Ridge Capital Management Inc

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy

Founded in 2001 by Certified Financial Planner™, Ed Secrest, SEFG has grown to become an independent Registered Investment Advisory with $110M in Assets Under Management. Today, we are staffed by a team of passionate and dedicated financial planners, research analysts and investment advisors who help clients to plan, build and protect their assets. We design customized wealth management models that combine comprehensive financial planning, custom-designed investment portfolios and risk mitigation strategies — all working together to deliver lifelong value.

HistorySycamore Financial Planning was founded in 2011 with a guiding vision to make holistic, objective financial advice available to everyone. To make this vision a reality, the firm adopted an hourly financial planning model that required no minimum asset level or fees for its clients. Our first location was in the Durham / Raleigh / Chapel Hill area, and in 2013 we opened our Charlotte location.SpecialtiesSycamore Financial Planning provides comprehensive financial planning services including retirement analysis, investment analysis, insurance planning, estate planning, and limited tax guidance.