Tim Doehrmann, CFP®
Retire on Your Own Terms
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Eagle Ridge Wealth Advisors
Tim Doehrmann, CFP®
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Advisor
Morton, IL
Serving Clients Nationwide
Retire on Your Own Terms
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investing
- Investment Management
- Retirement Planning
- Taxes
About Me
I am a CERTIFIED FINANCIAL PLANNER™ professional in Morton, IL, and my goal is to ensure our clients are prepared for retirement!My career in financial services began as an intern at a commodity brokerage firm in Bloomington, Illinois. I completed my internship there and graduated magna cum laude with a Bachelor of Science degree from Illinois State University. Then became a licensed financial advisor in 2002 with Waddell & Reed Financial, Inc.
Before founding my wealth management firm, I founded Tim’s Ace Hardware/Interiors Roecker’s in Peoria, IL.
I also spent time as a real estate broker in Lake Ozark, MO, and previously served as a member of the Illinois Air National Guard, later becoming a veteran of Operation Iraqi Freedom and Operation Enduring Freedom (honorably discharged in 2005).
I am in daily contact with like-minded professionals and top experts throughout the country.
OFF THE CLOCK
When not helping clients achieve their financial goals, I enjoy spending time with my family, reading, traveling, fishing, hiking, boating, and just being outdoors.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
Affiliations
- XY Planning Network
Primary Location
603 South Main St., Morton, IL 61550
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We’ll have a 15 to 30-minute conversation to talk about what’s on your mind and ensure your situation matches our expertise. After this discussion, we’ll both have a better understanding of how the relationship might work. I look forward to speaking with you.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About our Firm
EAGLE RIDGE WEALTH ADVISORS is a Registered Investment Advisor firm serving the greater Peoria, IL area from our office in Morton, IL. We provide financial planning, retirement planning, and investment management solutions to help clients organize, grow and secure their financial lives. Eagle Ridge Wealth Advisors is a fiduciary firm that places client best interests first.Our job is to give you answers to your financial questions (in plain English) so you can make educated and informed decisions about your retirement.
✅ Fiduciary: We will always put your best interests first by acting with skill, care, diligence and good judgement while providing full disclosure of all important facts. Additionally, we will fully disclose — and fairly manage — any unavoidable conflicts of interest.
✅ CERTIFIED FINANCIAL PLANNER™: Only about 30 percent of financial advisors hold the CERTIFIED FINANCIAL PLANNER™ designation1, which has a pass rate of approximately 55 percent2. Our education is a reflection of our dedication to sound financial advice.
Education
Illinois State University, Bachelor of Science (B.S.), Business/Economics
Hobbies and Interests
- Boating
- Family
- Fishing
- Hiking
- Movies
- Reading
- Traveling
- Walking
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Couples
- Dual Income Family
- Gen X
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
Genuine and Committed
✅ Wealthtender Certified Advisor Review™
Oct 3, 2024
Tim and Dawn have provided dependable and committed service to me for several years. I feel blessed and secure to have them assisting me in achieving my financial goals. They are consistently available to answer any inquiries I may have and always keep me updated on my investments.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
So Thankful
✅ Wealthtender Certified Advisor Review™
Sep 28, 2024
So thankful for Tim and Dawn at Eagle Ridge. It is a true feel good to know someone has your best interests at heart. It makes so much sense and it is a true feel good to have my financial planning and tax planning handled by people who listen, care and follow through.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Finally, a financial planner who listens long enough to understand our specific concerns and situation.
✅ Wealthtender Certified Advisor Review™
Mar 2, 2024
Tim and Dawn have responded to queries within 24 hours which is a better turn around time than we have given them. He also spent a good half hour describing services and conversing regarding our specific situation before we signed up. His podcasts have been extremely helpful. He has provided us with a sensible long range plan, especially regarding our tax situation, to help us be comfortable, financially speaking, as we retire. We are extremely satisfied with our choice, after years of searching.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
The financial advisor you've been searching for
✅ Wealthtender Certified Advisor Review™
Feb 24, 2024
We had been looking for a new financial advisor for several years and decided to give Eagle Ridge Wealth Advisors (EWRA) a call. We are so glad we did. Tim and his associate Dawn are fantastic. Tim really listens to your goals and creates a comprehensive, customized financial plan.
EWRA has everything we were looking for:
1. fiduciary firm with fee only compensation (rather than commissions)
2. does not sell insurance
3. provides comprehensive financial planning including tax strategy
4. excellent communication
5. flexible meeting options including video calls via Zoom
ERWA also has a great deal of financial education available for free via newsletters and videos. We couldn't be happier.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Friendly and listens
✅ Wealthtender Certified Advisor Review™
Feb 24, 2024
They listened to are needs and answered all of our questions fully. Friendly service from nice people.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Trust and appreciation
✅ Wealthtender Certified Advisor Review™
Feb 22, 2024
Tim and his team are not only knowledgeable. They keep up with current trends and communicate quite effectively. I highly recommend Eagle Ridge Wealth Advisors.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A great fit for us
✅ Wealthtender Certified Advisor Review™
Feb 22, 2024
Tim and the team is a great fit for us. Very patient in explaining his strategy and learning about our goals. We could not be happier.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
A Great Fit!
✅ Wealthtender Certified Advisor Review™
Dec 5, 2023
We first joined with Tim Doehrmann at Eagle Ridge Wealth Advisors (ERWA) in August 2020. From our initial visit we realized it was a good fit. I had retired from Caterpillar and my wife retired from Methodist Hospital, both after 37 years. Tim presented a solid investment plan for our situation, that was a well-developed investment strategy. This included a clear picture of our investment goals and how to reach them. One key element we have appreciated is a tax strategy to convert our existing traditional IRA to Roth IRA. This strategy avoids paying higher taxes in future years, especially when Required Minimum Distributions will go into effect. Tim is very accessible and checks in with us on a regular basis. We have semi-annual face-to face meetings, but he is willing to meet at any time. Another highlight are Tim’s weekly podcasts and newsletters. These include current topics that are applicable to current market events. Overall, we are very pleased and confident with his financial guidance and we feel the decisions we are making together with him will secure our financial future.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Current customer
✅ Wealthtender Certified Advisor Review™
Nov 20, 2023
Very knowledgeable! Keeps in contact when needed! Love knowing that we are being taken as if it was their own !
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Personalized and thorough financial planning
✅ Wealthtender Certified Advisor Review™
Nov 17, 2023
Tim gets to know his clients goals and unique financial situation and then custom builds a financial plan to help achieve those goals. It’s not a “one size fits all” plan. The client is included in the process and plan, every step of the way. Being a boutique firm, he gives each client a personalized roadmap for their financial future. He will guide you on how to navigate the very confusing, complex system that is the US tax codes, to maximize the financial returns for his clients. You will be confident that your nest egg is safe and secure. Highly recommend!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Priceless advice
✅ Wealthtender Certified Advisor Review™
Nov 16, 2023
I hired an advisor because I have no clue how to manage my retirement funds.
Tim’s advice and strategy is personalized to me and he keeps me informed. Tim and/or Dawn are always quick to reply if any questions or problems, usually the same day. Tim’s foresight into managing taxes for now as well as the future are much appreciated. I am grateful to have them seeing me through my retirement finances.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Great service!!
✅ Wealthtender Certified Advisor Review™
Nov 16, 2023
Tim has helped us so much with our financing and retirement. I’m sorry to say that we neglected it for years. We went through the motions and saved what we could as we raised our family but didn’t really focus too much on our retirement .
Well retirement is here and with Tim’s help for the last few years we now have a comfortable retirement.
It’s very reassuring to know he’s watching over us!!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Thanks, mother. Yes, Teri is my mother and even though my father and her didn't do much planning for a long time, I'm happy to say they are now living a great retirement.
Financial future
✅ Wealthtender Certified Advisor Review™
Nov 16, 2023
Tim is always prepared and watching what is happening in the world to best adjust things for our needs. I feel our financial nest egg is safe in his hands! My questions are always answered in a timely fashion. Tim and Dawn do a fantastic job for me!
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Thank you for the positive feedback, Toni. Full disclosure: She's my sister.
Excellent service and follow ups
✅ Wealthtender Certified Advisor Review™
Nov 16, 2023
They do what you request and follow through to make sure all goes well.
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Knowledgeable and Vested in my Goals
✅ Wealthtender Certified Advisor Review™
Nov 16, 2023
Tim is very knowledgeable and takes his time to ensure the plan created is the best plan for my situation. It’s not a one size fits all. Tim focuses on each customer to provide them the best plan to effectively grow their wealth. I would recommend meeting with Tim and seeing how he can help you obtain your financial freedom. A+ Advisor
Relationship to Financial Advisor: Current Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Disclosure: Thanks, Nathan. I appreciate the thoughtful review! Full Disclosure: Nathan is my brother-in-law.
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