Dream Ridge Capital Group Limited

Address

4208 Six Forks Rd #1700
Raleigh, NC 27609

Contact

Phone: 919.870.6822

Who We Serve

Endowment & Foundation Leaders Individuals & Families Retirement Plan Sponsors

Hours

Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Endowment & Foundation Leaders

Committee education, donor development, OCIO services, performance reporting, and investment management are just some of the financial services we provide to our nonprofit clients.

Explore Our Services

A group of people sitting around a table in an office.

Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

Explore Our Services

A couple in a red convertible driving down a country road.

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

Two business people looking at a tablet in an office.

Dream Ridge Capital Group Limited

Raleigh

All of the Dream Ridge Capital Group Limited locations sprouted from our Raleigh, NC office. Founded in 1997, we’ve grown into a trusted source of investment advice for clients across the nation. We’re proud of our North Carolina roots and would love to bring our expertise and in-house capabilities to your portfolio. Connect with a Raleigh Dream Ridge Capital Group Limited advisor today to get started.

Our Team

Brandon C. Aber

Financial Advisor

View Profile

Jeremy Altfeder

Principal | Financial Advisor

View Profile

Erica Blomgren

Vice President | Financial Advisor

View Profile

Keaton Brewer

Vice President | Financial Consultant

View Profile

Spencer Brown

Financial Advisor | Relationship Management

View Profile

View All

Most of our clients are busy building their careers, families, or both. We strive to gain a deep understanding of what is important to them financially so that they can hand the financial pieces over, and we can free them up to spend more time and attention on the rest of their lives.

Mike Gray