Broker Check

Blue Ridge Wealth Management

Blue Ridge Wealth Management

Financial Advisor, Investment Advisor Representative


Size Fosters Innovation - As one of the largest planning firms in the Southeast, our clients benefit from our team-based approach which fosters incredible innovation and creativity when it comes to solving complex planning problems.

We have been a leader in the strategic planning space since 1981, developing a number of specialized planning processes that put our clients and strategy first.

A Track Record of Success - Founded with 4 financial professionals in 1981, CP has now grown to over 100 financial professionals in over 14 locations managing over $1.4 Billion in Assets administered and over $6.5 Billion in Insurance Protection as of June 19, 2020 -  Represents in force cash values for life insurance and market values of all securities accounts. Market values of securities accounts are subject to significant changes due to market conditions. The values provided should not be used in making a determination on the quality of services provided by representatives of this agency.