North Ridge Wealth Planning

North Ridge Wealth Planning is a financial planner in North Bay Shore, New York, serving individuals, families, and businesses with personalized wealth strategies. The firm offers investment management, financial planning, retirement planning, tax planning, estate planning, and business retirement solutions, helping clients navigate life transitions and achieve long-term financial goals. With decades of experience rooted in traditional values, the firm emphasizes trust, service excellence, and a commitment to understanding each client’s unique vision. It operates nationwide, guided by a team of independent financial professionals.

Founded in 1990 by Daniel Levy and Joseph Clinard, the firm began as North Ridge Securities Corp., an independent broker-dealer on Long Island. Over nearly three decades, it built a reputation for integrity and outstanding service, maintaining a spotless compliance record. In 2019, North Ridge Wealth Planning was established as an independent financial advisor group and joined Cetera Advisor Networks, combining its legacy of personalized guidance with modern tools and technology. The firm is currently led by President and CEO L. Matthew Levy, with Daniel R. Levy serving as President and Joseph H. Clinard, Jr. as Chairman Emeritus. The team continues to serve clients with a values-driven approach focused on long-term growth, legacy protection, and lifestyle fulfillment.

The firm is located on Walt Whitman Road in North Bay Shore, New York. It is situated within a commercial corridor serving the Long Island community, with access to major regional routes and nearby public infrastructure. The business operates from a dedicated office space serving clients across the United States, emphasizing independence, client-centric strategies, and enduring relationships.