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5900 Windward Parkway, Suite 120, Alpharetta, GA 30005

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About Us

A Loyal Financial Team to Guide You

Ridge Capital Management, LLC (RCM) is an independently owned registered investment advisory firm with more than 26 years of dedicated personalized service to our clients. Our independence allows us to offer you an objective approach to serving your investment needs.

Ridge Capital is also a family-owned and operated firm. We understand family finances, dynamics, and priorities, making RCM financial advisors often a preferred choice for affluent families in and around the greater Alpharetta, GA, and Columbus, GA areas. Whether you are just starting to save for your future, or are a seasoned investor, Ridge Capital has the wealth management experience to direct you towards reaching your objectives. Our loyal care and comprehensive planning will inspire confidence in you for your financial journey today and tomorrow.

Specialized Guidance for Your Pension Plan

Specialized Guidance for Your Pension Plan

We understand that you’ve worked hard for your retirement savings. That’s why our RCM financial professionals are dedicated to helping you make the most of your pension plan. We specialize in planning for retirement income to help position you to live the kind of retirement you envision. To help you maximize your benefits, we’ll advise you on the optimal time to retire and help you manage your funds and choose the best structure for your payouts. We’ll also advise you on how to mitigate legal and tax exposure risks. Let RCM help you maximize your pension plan. Contact us today.

Continuity You Can Count On

Continuity You Can Count On

At Ridge Capital Management, we are deeply loyal and dedicated to our clients. As a family-owned and operated company, we proudly serve families for multiple generations. To do this, however, we also are committed to nurturing our own generational excellence. Just like you, we carefully plan successions in order to help protect the legacy we’ve built. Through this commitment to our ongoing development, we can serve you continuously and with excellence, so you don’t have to focus on the continuity of your plans or investments.

Our Leadership

Scott Adams

Scott J. Adams

President & Registered Principal

(770) 516-7747

Collin Adams

Collin S. Adams

Chief Operating Officer

(770) 516-7747

Michael Agol

Michael Agol *

Regional Director - Financial Advisor

(832)476-7664

Brice Thompson

Brice R. Thompson, CPWA®,AWMA®, AAMS®

Financial Advisor

(706) 405-2378

(706) 243-6416

Tim Madison

Tim Madison CFP® , ChFC, CASL, CLU

Financial Advisor

(770) 516-7747

(404) 745-0302

Christopher Chance*

Christopher Chance*

Financial Advisor

(404) 408-7446

(470) 622-8531

Matthew Sherbondy

Matt Sherbondy, MIMFA*

Financial Advisor

(678) 622-3072

(470) 622-8530

David Shaw

David Shaw, CFP®, AIF®  *

Financial Advisor

(404)202-7778

Beth Morgan

Beth Morgan, CPWA® *

Financial Advisor

(770)516-7747

Lisa Bauer

Lisa Paucar, CRPC®*

Financial Advisor

(912) 996-2729

Diana Felix

Dee Felix 

Sr. Client Service Specialist

(678) 672-2792

Amy Adams

Amy Adams

Client Service Specialist

Pam Strada

Pam Strada

Sr. Client Service Specialist

770-516-7747

Maverick Adams

Maverick Adams

Chief Comfort Officer

Want to Know Your Risk Number?

A five minute questionnaire covers topics such as portfolio size and top financial goals while showing real dollar amounts of how much you are willing to risk for potential gains. Once completed, you will have a personalized Risk Number®. It’s fast, free, and displays your number instantly.

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Our Core Values

Family-
Oriented

Ridge Capital Management is family-owned and operated. We act with an understanding of finance and family dynamics for clients with similar priorities.

Comprehensive Planning

We offer clients fullness of care with robust professional resources to help mitigate financial risk including those from legal, estate, and tax perspectives.

Empathetic Approach

We know money is tied to emotional, behavioral, and psychological realities. We’re committed to understanding and bringing confidence to the full person.

Anchored Continuity

We are committed to developing our firm’s legacy and nurturing generational excellence so clients don't have to focus on the continuity of their plans.

Our Partners

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*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither First Allied nor any of its representatives may give legal or tax advice.

Our Services

For planning, building, and protecting your legacy, and for the everyday living in between, RCM has the experience and comprehensive services you need to map out your financial course and see it through to fruition.

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Our Approach

Ridge Capital Management takes a highly relational approach to your wealth management and financial planning needs. We’ll help you form a personalized plan to seize opportunities, help mitigate risks, and build your legacy.

Our Firm

Contact Us

Our first priority is to take care of your priorities — to provide for yourself and your family. RCM financial professionals are ready to deliver the highest level of service. Let us know how we can help you plan for success as you envision it.

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