Home
About
Built on Trust. Guided by Stewardship.
Liberty Ridge Financial offers personal, client-centered advice.
Meet the Team
Meet the Team
A family-run team, built so you always know exactly who you’re talking to.
Founder | Senior Wealth Advisor
Jonathan Stough
AIF®
AWMA™
Securities Licensed 12+ Years
Associate Wealth Advisor
Jackson Stough
SIE
Series 65
Series 66
Client Service Manager
Ruthie Stough
20+ Years Experience
Client Relations
THE VISION
One Coordinated Plan, Instead of Five Different Ones
We believe financial planning works best when every decision is connected through one coordinated strategy built around your goals.
01. Plan
Every relationship begins with understanding your goals, priorities, and financial future.
02. Coordinate
We integrate planning, investments, tax strategy, and risk management to meet your goals.
03. Implement
Once your strategy is in place, we help put every recommendation into action with confidence.
04. Guide
As life changes, your plan evolves. We offer advice and guidance to keep your financial strategy aligned.
Who We Serve
Built for Every Stage of Life
If your financial life stopped fitting in one box, you’re exactly who we built this for.










OUR PATH
Built over years. Brought together now
From individual expertise to one coordinated firm here’s how Liberty Ridge got here
Foundation
20 years of expertise across risk, insurance, and wealth management.
Coordination
Five disciplines brought under one roof, one team, one plan.
What's Next
A growing practice built to serve your family for generations.
Frequently Asked Questions
Questions We Hear Before the First Meeting
Everything you need to know before reaching out.
What does it mean that you're a fiduciary?
We’re legally required to act in your best interest, no hidden incentives. Every recommendation has to hold up to that standard.
How do you charge?
We are a fee based advisory practice that charges on assets under management.
How is this different from my current advisor?
Most advisors own one piece of your finances. We coordinate all five: planning, investing, tax, risk, and estate under one team. Nothing falls between the cracks.
Do I have to move my accounts?
Your assets are held at Charles Schwab. The transition is straightforward and we walk you through every step.
Do I have to come in person?
We work in-person, virtually, or a mix of both – whatever works best for you.
What does the first meeting look like?
No pitch, no pressure. We first listen to your goals, your family, your timeline. Nothing gets recommended until we understand your full picture.
How quickly can we get started?
Reach out today and someone will be in touch within one business day.