Financial Planning Consultants & Servs
OverRidge Wealth Advisors, was founded in 1970 in Fort Worth, Texas to provide investment services to individuals in and around Tarrant County. Formerly titled Lee Johnson Capital Management, we have expanded over the years to serve clients throughout the country.
OverRidge Wealth Advisors is an investment advisory firm that provides financial guidance on the stock market, retirement planning, long-term care and life and disability insurance. We are investment advisors who manage all of our portfolios in-house, bringing the advisor side and money manager side together to best serve our clients.
We focus primarily on working with individuals and small business owners. Thanks to our personal touch, we have built long-term relationships with our clients through generations and have assisted with the transfer of wealth for children of our clients when desired.
When you work with us, you receive a personal touch at all times that combines a traditional advisor approach with a money manager. This allows us to build our own trading solutions and do our own research for you rather than outsource it to a money manager who could be thousands of miles away from us and you. This comprehensive approach lets our team consistently provide you with the most strategic recommendations to help reach your financial goals for many years to come.