How do I schedule a consultation with High Ridge Advisory?

You can schedule a complimentary consultation by using our online scheduler on our website, calling us at 972.632.5700, or sending a message through our contact form. We offer both in-person meetings at our McKinney office and virtual consultations.

What should I expect during an initial consultation?

During your initial consultation, we'll discuss your financial goals, current situation, and concerns. This is a confidential, no-obligation conversation to explore how we can serve your family's wealth management needs and determine if we're the right fit for each other.

Begin the Conversation

We welcome the opportunity to explore how we can serve your family's wealth management needs. Contact us to arrange a confidential discussion about your financial objectives and legacy aspirations.

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Note: Please do not submit sensitive information through this form. For discussions related to your specific circumstances, please use the secure client portal.