Tim Doehrmann, CFP®
Retire on Your Own Terms
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Eagle Ridge Wealth Advisors
Tim Doehrmann, CFP®
Morton, Illinois
Serving Clients Nationwide
Retire on Your Own Terms
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investing
- Investment Management
- Retirement Planning
- Taxes
About Me
Tim Doehrmann is a CERTIFIED FINANCIAL PLANNER™ professional in Morton, IL, and his goal is to ensure clients are prepared for retirement!Tim’s career in financial services began as an intern at a commodity brokerage firm in Bloomington, Illinois. He completed his internship there and graduated magna cum laude with a Bachelor of Science degree from Illinois State University. He then became a licensed financial advisor in 2002 with Waddell & Reed Financial, Inc.
Before founding his own wealth management firm, Tim was also the founder, owner, and president of Tim’s Ace Hardware/Interiors Roecker’s in Peoria, IL.
Tim has 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).
Tim is in daily contact with like-minded professionals and experts throughout the country.
OFF THE CLOCK
When not helping clients achieve their financial goals, Tim enjoys spending time with his family, reading, traveling, fishing, hiking, boating, or almost any outdoor activity.
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
- One-time Financial Plan
- 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
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 providing access to the benefits described here (including being featured on this profile page), subject to these terms. 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.
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