An Independent, Fee-Only Financial Planning Firm.

Welcome to Ridgeview Financial Planning, a full service private financial planning and investment management firm serving clients in Santa Rosa, Sonoma County, and throughout California. I built this firm to serve your needs, in a no-conflict straightforward way by working only for clients.

I believe that it's never been more important for investors to receive financial advice that is clear, actionable, and free of the conflicts of interest that plague the financial services industry. Providing open proactive communication, education about financial markets, and keeping your costs low, are some of what is most important to me.

My mission is to be accountable, transparent, competent, honest, flexible, and passionate in the way I work with clients.

I look forward to hearing from you.

- Brandon Grundy CFP®, Principal


Financial Planning

We believe in the benefits of planning. Whether it's retirement, questions about investing and the markets, or how to fund your child's college education, the answers come from proper planning. 

  • Planning

    Your financial life isn’t limited to investing, and neither should your advice be.
  • Transitions

    Helping you manage the financial events throughout your life and your business.

Investment Management

Asset allocation. Risk management. Controlling quality and costs. Rebalancing. These are some of the areas we’ll focus on to help you achieve your goals.

  • Design

    Bringing institutional methods and customization to your personal portfolio. 

  • Management

    Fiduciary principles, transparency, accountability and competency help guide our work for you. 

Simply Better Financial Advice

Independent

We offer customized, non-proprietary solutions solely in our Clients’ best interest.

Fee-Only

Unlike many advisors, we never accept sales commissions; instead, we charge a reasonable fee.

Comprehensive

It's more than just investing successfully. We understand the big picture.

Accredited Investment Fiduciary

Putting fiduciary principles to work for your benefit.

Let's Get Acquainted

We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.

Contact

  • Phone:
    (707) 800-6050
  • E-Mail:
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  • Let's Begin:

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