About Us | Independent Planning | North Ridge Wealth Planning

About Our Firm

Our History

Founded in 1990 by Daniel Levy and Joseph Clinard, North Ridge Securities Corp. was established as an independent broker-dealer to serve the needs of clients and independent financial professionals on Long Island. Over the next 30 years, North Ridge Securities Corp. grew to develop its reputation for excellence, integrity, and outstanding service by providing trusted financial advice to clients nationwide. In its nearly 30-year history, it maintained a spotless compliance record – never a sanction, fine, or adverse arbitration award – demonstrating the dedication and integrity its financial professional had become known for.

In 2019 North Ridge Wealth Planning was established as an independent financial advisor group and joined Cetera Advisor Networks. Through this partnership, North Ridge Wealth has retained its legacy of outstanding personalized guidance with integrity while benefiting from the modern, industry-leading tools and technology that Cetera provides. This combination allows North Ridge advisors to help their clients navigate the complexities of wealth management and build a better future.

Today, North Ridge Wealth Planning is led by President and CEO L. Matthew Levy and, through its affiliated independent financial professionals, serves the financial needs of thousands of clients nationwide.

Building Confident Futures Since 1990

Since 1990, our team has been guiding individuals, families, and business owners through every milestone with personalized wealth strategies. Our advisors guide you toward your goals, whether you're planning for retirement, building your legacy, or managing life's transitions.

Choose Financial Freedom with the Support You Deserve

Discover how you can build and grow your wealth with a trusted partner by your side, ensuring your success every step of the way.

Let's Plan for Your Future

Rooted in Values, Focused on You

Personalized Support

As independent advisors, we have the freedom to offer a diverse range of solutions that align precisely with each client’s needs. This means that your advisor can serve you in the way that fits you.

Experience & Longevity

We have a decades-long track record of creating trusted relationships and guiding our clients toward their wealth goals effectively and efficiently.

Comprehensive Solutions

You can feel confident knowing there is a solution for every part of your wealth picture. Partnering with us means gaining access to a wealth of experience and knowledge that we will use to guide you toward your goals.

Service
Excellence

You should expect custom solutions and strategies crafted for you. Our advisors are not beholden to product quotas or corporate agendas, enabling us to deliver tailored advice at every step of your unique wealth journey.

Working Together With

Explore Cetera

Redefine Your Future
As An Independent Advisor

At North Ridge, we’re redefining what it means to be an independent advisor. Join us and
experience the ideal balance of autonomy and professional support to build your business the way you want.

Explore a Better Way to Advise

Who We Serve

We serve individuals, families, and business owners, offering tailored financial strategies to meet their unique needs at every stage of life.

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Our Approach

Our approach combines personalized strategies, comprehensive planning, and a commitment to service excellence, all driven by your values and goals.

Discover Our Process

Our Services

Our services are designed to guide every phase of your financial life, providing comprehensive solutions tailored to your unique goals and needs.

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