OverRidge Wealth Advisors is an independent financial advisory firm based in Fort Worth, Texas, serving clients across the United States. Established in 1970 as Lee Johnson & Associates, the firm was rebranded in 2018 under the leadership of CEO Andy Heinz, who has been with the company since 1995. The name “OverRidge” reflects Heinz’s personal roots, symbolizing the foundational money principles he learned growing up on Overridge Drive.

The firm’s core philosophy centers on a “Client First” approach, emphasizing fiduciary responsibility, transparency, and generosity. OverRidge offers a range of services, including investment management, retirement planning, financial planning, and education funding. Their investment strategies are grounded in disciplined research and risk management, tailored to each client’s unique financial goals and circumstances. Additionally, they provide personalized financial planning that considers tax mitigation, estate planning, philanthropic strategies, and risk assessment.

The OverRidge team comprises experienced professionals like COO Dane Petty, with over two decades at the firm, and Portfolio Manager Chris Coffin, who brings international investment experience. The firm’s culture is deeply rooted in long-term client relationships, often spanning generations, and is supported by strategic partnerships, notably with Charles Schwab & Co., Inc., which serves as the primary custodian for client accounts.

Through a blend of personalized service, disciplined investment strategies, and a commitment to their clients’ best interests, OverRidge Wealth Advisors aims to guide individuals and small business owners toward achieving their financial objectives.