Our Values
We are in the business of serving people. Money just happens to be the avenue with which we serve. Through all of our interactions, we strive to uphold the highest standards and values.
Our overarching philosophy is simple: Client First.
Fiduciary
Serving the unique, long-term interests of our clients is a privilege and obligation. Personalized client service is a way of life for us. We believe there is no better way to serve our clients than to put their needs ahead of our own.
TRANSPARENCY
We believe transparency is the basis to any meaningful and trusting relationship. We aim to be open and honest in all of our relationships.
GENEROSITY
We believe generosity is an outward expression of a grateful heart. We strive to be generous with our time and our resources, whether it's with our clients, our employees, or the world around us. We believe generosity begets generosity.
Our Roots
We began serving clients in 1970 as Lee Johnson & Associates, with Lee Johnson as its founding partner. When he retired in 2017, his partner of the previous eight years, Andy Heinz, bought the business and became its new CEO and president after having been with the firm nearly 23 years, starting as an intern.
Andy renamed the business OverRidge Wealth Advisors in March 2018 as part of a corporate rebranding ushering in his long-term vision to allow other established advisors who fit the firm’s unique DNA to merge into the practice. The new brand mark resembles the lowercase Greek letter sigma, which is a symbol of risk.
OverRidge is the name of the street where Andy grew up, Overridge Drive. It’s the place where he learned the foundation of his money principles watching his parents who were great stewards of their resources. He learned from them to work hard and not cut corners. After you get paid, give first, save second, and learn to live on the rest. They learned to live comfortably on the “rest” by clipping coupons, shopping sale racks, and staying within their means. These principles allowed his parents to acquire wealth. Now, as their advisor, it’s our job to help them keep it. Therein lies the importance of managing risk in our clients’ portfolios.
Neither personalized services nor unique perspectives and experiences should be construed as a guarantee of a particular outcome. Not all OverRidge advisory services will be appropriate or necessary for all clients, and the potential value and benefit of OverRidge’s services will vary based upon a variety of factors, including the client’s individual investment, financial, and tax circumstances. Advisory clients identified with prior authorization. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
