The Power to Plan Bigger.
Your Wealth Is More Than a Bottom Line
We provide comprehensive financial planning and wealth management services for families and businesses that ensure you are always ready for life’s changes. Our approach is built around giving you peace of mind by getting to know your goals, then helping you achieve them with customized planning and investment strategies.
Investments
No matter where life takes you, we’re ready to meet your needs. Explore in detail our Investment Management, Financial Planning, and Retirement Planning services.
Trustee & Estate
Peace of mind and enhanced financial security become reality when a thoughtfully designed estate plan is combined with professional trustee services.
Lake Ridge Financial
Lake Ridge Financial provides clients with trusted, objective, competent professional advice, and solutions to pursue their financial goals.
Business Plans… Accomplished
Our Customers
Wayne Barsness (2016)
Wayne values working with local businesses – and local people. His relationship with Lake Ridge Bank goes beyond the banking basics to financial & retirement planning, as well as trust services.