What is fiduciary wealth management?

Fiduciary wealth management means your advisor is legally bound to act in your best interest at all times. Unlike commission-based advisors, fiduciaries cannot recommend products that benefit them over you. At High Ridge Advisory, we operate under the fiduciary standard, ensuring every recommendation is designed to help you achieve your financial goals.

What services does High Ridge Advisory offer?

High Ridge Advisory offers comprehensive wealth management services including retirement planning, investment strategy, estate planning, tax planning, business succession planning, cash balance pension plans, and executive benefits. We serve both families and business owners with tailored solutions for every stage of life.

How is High Ridge Advisory different from other financial advisors?

High Ridge Advisory is an independent, fee-only fiduciary firm with over 25 years of experience. We have no ties to investment firms or product quotas—we answer only to you. Your assets are held securely with Fidelity and Schwab, and we provide sophisticated investment solutions through the Csenge Advisory Network.

Where is High Ridge Advisory located?

High Ridge Advisory is located at 208 E. Louisiana Street, Suite 301, McKinney, Texas 75069. We serve clients throughout the United States with personalized wealth management services.

A Higher Standard of
|

Fiduciary guidance for families
and businesses who value
clarity, integrity, and results.

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About High Ridge

We're Here to Simplify Your Financial Life

At High Ridge, we believe building and managing wealth shouldn't be difficult. We aim to remove the confusion, deliver high-quality advice, and increase your knowledge and comfort with how your money is being invested—one step at a time.

Person walking up steps symbolizing financial progress

All decisions we make will be in your best interests.

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Our Services

Tailored Solutions for Every Stage of Life

Family Wealth Solutions

Bespoke wealth strategies for distinguished families navigating significant assets and multigenerational considerations.

Retirement Planning
Investment Strategy
Estate Planning

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Business Planning Solutions

Strategic guidance for business owners to minimize taxes and retain key employees.

Retirement Plan Design
Cash Balance Pensions
Executive Benefits

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Why High Ridge

Built on Trust, Driven by Results

25+ Years Experience

Decades of expertise guiding clients through every market condition.

Fiduciary Standard

We are legally bound to act in your best interest at all times.

Independent Advice

No ties to investment firms or product quotas. Your goals come first.

Fidelity & Schwab

Your assets are held securely with industry-leading custodians.

Free Assessment

Not Sure If Your Portfolio Has Gaps?

Getting started

Complimentary Portfolio Assessment

Is Your Portfolio
Working as Hard
as You Did?

Answer 8 questions in under 3 minutes. We'll identify the gaps in your current plan and whether a second opinion makes sense — at no cost and no obligation.

3 minutes

8 questions

No obligation

Fiduciary review

Question 1 of 8

How much do you currently have invested or saved across all accounts?

Include retirement accounts, brokerage, savings — everything.

Question 2 of 8

Do you currently work with a financial advisor?

Question 3 of 8

When did you last have a comprehensive review of your full financial picture?

Investment strategy, tax efficiency, estate planning, insurance — all of it.

Question 4 of 8

Which of these concerns you most about your current financial situation?

Select all that apply.

Select all that apply — then click Continue.

Question 5 of 8

How would you describe your investment risk tolerance?

Question 6 of 8

Are you or your spouse a business owner, or have you recently experienced a significant financial event?

Business sale, inheritance, equity compensation, retirement, divorce, or other liquidity event.

Question 7 of 8

How many years until you plan to retire — or, if retired, how long ago did you retire?

Question 8 of 8

What matters most to you in a financial advisor relationship?

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Where should we send your personalized assessment?

Your results are ready. Enter your contact info and James will personally review your answers before reaching out.

No spam, ever. Your information is used only to send your assessment results and, if you choose, to schedule a complimentary consultation.

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Last Name

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Best Time to Reach You

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Your Assessment is Complete

Based on your answers, here's what we found.

Key Observations

James Madden will personally review your responses and reach out within one business day. In the meantime, you're welcome to schedule your complimentary Second Opinion consultation directly.

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