Ongoing asset management services through determining individual investment goals, time horizons, objectives, and risk tolerance.
Complete evaluation of current and future financial state by using known variables to predict future cash flows, asset values, and withdraw plans.
Provide service to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit-sharing plans, cash balance plans, and deferred compensation plans as a 3(21) advisor.
Ridgeback financial was founded by Clayton Curley with the goal of assisting our clients in every aspect of their financial lives. We provide services including but not limited to: financial planning, investment management, tax efficiency, and estate planning. Clayton utilizes his years of experience to help serious long term investors achieve their financial goals. Ridgeback Financial gets its name from Clayton's Rhodesian Ridgeback which are known for being independent, strong-willed, loyal, and protective. Clayton considers all of these traits not only important but necessary when being entrusted with your financial future.
Ridgeback Financial LLC is a Registered Investment Advisor located in Texas.
Please visit https://adviserinfo.sec.gov
Copyright © 2025 Ridgeback Financial- All Rights Reserved.
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