About US
Built on Discipline. Guided by Integrity. Driven by Strategy.
Ridgewell Holding Group, LLC is a veteran-owned California based firm which represents a new generation of management and financial consulting. Founded by a United States Air Force Academy graduate who served on active duty, Ridgewell applies a data-driven, technology-enabled approach to strategic and administrative management.
We provide advisory services to businesses and organizations in areas such as financial planning and budgeting, equity and asset management, strategic and organizational planning, new business development, and process improvement. By combining research-driven insights with modern trading principles and analytical tools, we help clients optimize performance, manage risk, and achieve long-term growth.
Our client-first philosophy ensures every engagement is built on integrity, transparency, and measurable results delivering solutions that enhance operational efficiency, strengthen decision-making, and position our clients for sustainable success.
OUR CORE VALUES
Integrity – We do the right thing, even when no one is watching.
Excellence – We hold ourselves to the highest standards, always.
Innovation – We embrace change and leverage technology to lead.
Discipline – We bring the structure of military leadership into finance.
Client-Centricity – Every decision is made with the end client in mind.
Who We Serve
We primarily operate as a self-funded proprietary firm, though we plan to expand in future phases to serve select clients seeking capital strategy guidance, trading systems development, and portfolio optimization.
We also serve as a platform for collaboration — with other veterans, entrepreneurs, and financial innovators who share our values and long-term mindset.