Tim Doehrmann (CFP®)

Tim Doehrmann focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Insurance Related Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Additional Information

Founder & President

Tim Doehrmann is a Fee-Only CERTIFIED FINANCIAL PLANNER™ in Morton, IL. 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.

NAPFA Start Date

March 05, 2019

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This Office

208 S. 1st Ave. Suite B Morton, IL 61550-2037 Phone: (309) 857-7745