The Ridley Team
Serving the greater Bowie, MD, area.
Talk to the team
Location
Bowie, MD, 20715 (301) 982-0014
A team behind every plan
At The Ridley Team, we know that managing significant wealth is about more than just numbers—it’s about building a plan that reflects your values, supports your lifestyle, and protects your legacy. That’s why we take the time to get to know you, listening to your unique story and understanding what matters most to you.
Every financial journey is different, and your plan should be, too. Through open conversations and a detailed review of your financial picture—from investments and tax strategies to retirement income and estate planning—we craft a personalized strategy that aligns with your goals today and for years to come.
Our team of experienced professionals is by your side every step of the way, simplifying complex decisions and helping you navigate life’s changes with confidence. As your circumstances evolve, so does our approach, ensuring your plan always reflects your current needs and long-term vision.
When you work with us, we strive to provide guidance and support, so you feel secure and confident about the future. Discover the difference that comes with having a team invested in your success.
Already a client? Access your accounts.
Meet Our Team
Every detail of your big picture
Beyond the six core areas of wealth management, we also offer specialized solutions including employee retirement account management, trust services, tax preparation, and business owner consulting. For businesses, we provide guidance for plan sponsors, plan participant education, and employee benefits programs.
Planning for retirement
Financial freedom in retirement is about creating a strategic plan for a viable, predictable, tax-efficient stream of income.
Investing with a plan-first mindset
We offer investment guidance designed to strike a balance between risk/return and align with your financial goals.
Preparing for the unexpected
Risk management is about being prepared. We can help verify that your current insurance policies fit your unique needs.
Managing my tax strategy
Every effective plan starts with an integrated tax strategy. Our team can help you manage your tax liabilities.
Building my legacy
Our team can build a plan that reflects your passions and provides for your loved ones, now and in the future.
Creating a financial plan
We will help you assess your situation, recognize and pursue opportunities, and craft a detailed financial plan.
Where we are
Our offices, one team
The primary office is listed first, followed by the remaining offices alphabetically. The team serves clients from every office and meets virtually across the region.
Bowie, MD
Bowie, MD 20715
What working together looks like
Discover
A no-cost conversation about where you are, what you own, and what you want money to do for the people you love.
Plan
A written plan covering income, tax, estate, and insurance — reviewed by a planner, a tax professional, and a strategist before you see it.
Implement
We put the plan to work: portfolios built to your risk tolerance, accounts consolidated, beneficiaries and documents aligned.
Review
Scheduled reviews each year — and a team that picks up the phone when life changes between them.
Newsroom and Resources
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One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
Get your second opinion
Meet with us and get your complimentary, hand-crafted Wealth Blueprint to serve your financial goals.
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