Tim Doehrmann
CFP®
Eagle Ridge Wealth Advisors
Founder and President
Tim Doehrmann
CFP®
Eagle Ridge Wealth Advisors
Founder and President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Tim Doehrmann, CFP®
Fee-Only financial planner located in Morton, IL, serving clients locally and across the country
Tim Doehrmann is a Fee-Only CERTIFIED FINANCIAL PLANNER™ serving the Peoria, IL area clients across the country. His firm, Eagle Ridge Wealth Advisors, provides financial planning, retirement planning, and investment management solutions to help clients organize, grow and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places client best interests first.
Tim Doehrmann is a Fee-Only CERTIFIED FINANCIAL PLANNER™ in Morton, IL and his goal is to ensure clients are prepared for retirement!
Tim’s career in financial services began as an intern at a commodity brokerage firm in Bloomington, Illinois. He completed his internship there and graduated magna cum laude with a Bachelor of Science degree from Illinois State University.
Before founding his own wealth management firm, Tim was the founder, owner and president of Tim’s Ace Hardware/Interiors Roecker’s in Peoria, IL.
Tim has spent time as a real estate broker in Lake Ozark, MO and previously served as a member of the Illinois Air National Guard, later becoming a veteran of Operation Iraqi Freedom and Operation Enduring Freedom (honorably discharged in 2005).
Tim Doehrmann is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Tim Doehrmann is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Tim Doehrmann is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Tim Doehrmann is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Tim Doehrmann is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Tim Doehrmann is Quoted in ThinkAdvisor: "Top 11 Retirement Planning Questions Clients Ask"
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Tim Doehrmann is Quoted in Investor's Business Daily: "Advisors Turn To Mission Statements To Appeal To Range Of Audiences"
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Tim Doehrmann is Quoted in InvestmentNews: "The case against gold"
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Tim Doehrmann is the Host of Retire Your Way Podast
Contact Tim Doehrmann
Office Locations:
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603 S Main St
Morton, IL 61550