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Someone is sitting in the shade today because someone planted a tree a long time ago

-Warren buffett



OverRidge Wealth Advisors, was founded in 1970 in Fort Worth, Texas to provide investment services to individuals in and around Tarrant County. Formerly titled Lee Johnson Capital Management, we have expanded over the years to serve clients throughout the country.

OverRidge Wealth Advisors is an investment advisory firm that provides financial guidance on the stock market, retirement planning, long-term care and life and disability insurance. We are investment advisors who manage all of our portfolios in house, bringing the advisor side and money manager side together to best serve our clients.

Schedule a Visit

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1. Schedule a Visit

We want to meet you, Schedule a meeting with one of our Advisors and we will contact you to set the day.

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2. Introductory Meeting

This first meeting is all about YOU. We’ll ask some questions to learn more about you and your financial goals, needs, comfort level with risk and current portfolio. 

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3. Plan Delivery

You will receive your custom-built retirement plan and recommendations to move closer to your life goals.

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