For Professionals

Ridgewell Financial Consultants works closely with other professional service firms to provide well rounded, seamless service to shared clients. Legal, tax, and consulting firms often have clients who could greatly benefit from a financial management and accounting firm. Through joint initiatives, we create one, client-centric team for all clients’ professional needs.

We align services with professionals by:

▵ Subcontracting
▵ Joint client pitches
▵ Referral agreements
▵ Mutually beneficial networking events