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.


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



  • XY Planning Network

Primary Location

603 South Main St., Morton, IL 61550


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


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.


Illinois State University, Bachelor of Science (B.S.), Business/Economics

Hobbies and Interests

  • Boating
  • Family
  • Fishing
  • Hiking
  • Movies
  • Reading
  • Traveling
  • Walking
  • Working Out

Who We Serve

  • Baby Boomers
  • Corporate Executives
  • Couples
  • Dual Income Family
  • Gen X
  • Living in Retirement

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