custom investment plan

The Blue Ridge Edge

Let us custom tailor an investment plan specifically for your needs. Sit down with us and we can help you determine your investment needs. Whether you’re just beginning your retirement path, have a well established plan in need of a review for possible improvements, or are looking to maximize income for retirement; we have the edge to accommodate you.
actively managed resources

Active Management

Through our partnerships with Hazard & Siegel Advisory Services and Hazard & Siegel Inc. we are proud to offer a wide range of actively managed resources. With the launch of our advisory platform we offer a completely interactive and customizable experience for clients looking for a more involved way to invest. This is a great way to receive a high level of management as well as tax efficiency, accounting, & transparency. This is a great tool for those with a more advanced level of investment needs. Through our partnerships with such companies as Orion Portfolio Solutions, Mariner Wealth Advisors, Bluewater Advisory & more, we can help inform and guide you.

mutual funds investing

Mutual Funds

One of the most popular and simple ways to begin investing. Mutual funds bring Wall Street to main street. Mutual funds give you professional management, diversification, & flexible fee structures. Mutual funds are a great way to establish a core building block. With dozens of leading companies (Fidelity Investments, American Funds, Invesco/Oppenheimer Funds, Franklin Templeton & more) containing hundreds of funds we are sure to find the best match for you.

fixed variable indexed annuities


Annuities are a great tool to use for tax deferral, guarantees, and income options. Whether it’s fixed, variable, or indexed; modern annuities offer many living benefits & advantages. Would you be more comfortable with high levels of downside protection? Guaranteed income for life? Guaranteed interest? As you get closer to retirement these living benefits can make a huge difference. Whether you want to deflect some risk to the insurance company or add tax deferral to your inheritance we have many options and benefit suites to choose from. We are proud to offer products from industry leaders such as Jackson National Life, Metlife, Axa Equitable, Prudential, Pacific Life, & more.

Did You Know?

Did you know that most 401(k) plans allow for in-service qualified rollovers while you’re still working. The 5 years before and 5 years after retirement can be the most financially critical times when planning your retirement strategy. Do not go at it alone, we have specialists for this scenario that are here to show you how an in-service rollover can secure your retirement.