Dream Ridge Capital Group Limited

Address

925 Main St #200
Lynchburg, VA 24504

Contact

Phone: 434.847.6600

Who We Serve

Individuals & Families Endowment & Foundation Leaders Retirement Plan Sponsors

Hours

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

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.

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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.

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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.

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Dream Ridge Capital Group Limited

Lynchburg

Financial insights are crucial to your continued success. Dream Ridge Capital Group Limited’s centralized model means you’ll have a team of experts backed by a deep bench of research capabilities. Combine that with our strict adherence to ethical standards and you’ll see the Dream Ridge Capital Group Limited difference. Get in touch with your local Dream Ridge Capital Group Limited office today to get started.

Our Team

Marcus P. Borel

Financial Advisor

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Jack Flippin

Principal | Financial Advisor

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Matthew Haske

Financial Advisor

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William (Bill) W. Paxton

Principal | Financial Advisor

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Lewis Thomas II

Financial Advisor

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We have the great privilege of working with wonderful clients, and our philosophy is that we’re on this mission together in pursuit of their financial goals. Whether it’s providing comprehensive wealth and investment management services to individuals, families, and business owners—or fiduciary advisory services to endowments, foundations, and retirement plans—we strive to deliver best-in-class solutions and to do it with a friendly smile.

Dave Hansen