Owl Ridge Financial

Fee-only financial planning for individuals and small businesses.

Philadelphia, PA

About

Fiduciary financial planning — no commissions, no products, no conflicts. Felix and Priya specialize in early-retirement planning, business succession, and portfolio construction for clients with concentrated stock positions. Minimum portfolio $500k.

The alumni behind it (2)

Felix HornVerified alumni

Class of 1999·Glenview Friends School

CFA, CFP. Twenty years on the buy side before going independent in 2019.

Priya MehtaVerified alumni

Class of 2000·Glenview Friends School

Co-founder and COO. Joined Felix after leaving Vanguard in 2020.