We empower you to make more informed financial decisions.
Our Approach
We believe financial planning should speak to your specific goals, not to some arbitrary rate of return.
We may not always tell you what you want to hear, but you’ll always get the honest, candid, and fully transparent advice you need to remain focused on your long-term goals.
Our History
A seasoned financial advisor, Rich has more than 25 years of experience in the wealth management industry. He brings a breadth of knowledge to every recommendation and he takes the time to understand his clients at every level.
Fiduciary
When managing your assets, Rich is acting as a fiduciary and he is committed to doing what is best for you and your financial needs.
Independence
An independent financial advisor, Rich is under no pressure to meet sales quotas or promote specific products.
Educational
Rich goes to great lengths to educate you on the strategies and options available to you in an easy-to-understand manner.
Our Philosophy
Our firm purposely works with a select number of clients, so we build meaningful, long-lasting relationships and provide the one-on-one, personal attention that we believe is critical to your success.
When you partner with us, we will help you address life’s financial transitions, plan for your income needs, focus on tax efficiency when managing your portfolio, and create the legacy you envision.
Our Partner
We affiliate with Commonwealth Financial Network®, a Registered Investment Adviser–broker/dealer. Our partnership with Commonwealth supports our commitment to remain free to act in your best interest as your independent financial advisor.
Our Certifications
We believe in the value of ongoing education and continual learning. Rich has worked rigorously to gain the knowledge and advanced training to better serve your needs.
Accredited Investment Fiduciary®
As an Accredited Investment Fiduciary® (AIF®), Rich has met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of his clients.
The purpose of the AIF® designation is to assure that those responsible for managing or advising on investor assets have an understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and the process of carrying out fiduciary responsibility.
Professional Plan Consultant™
As a Professional Plan Consultant™ (PPC™), Rich has completed extensive coursework and learned the framework for managing a successful and compliant 401(k) plan.
To earn his PPC™ certification, Rich has studied fiduciary roles and responsibilities, investment selection and monitoring, service provider due diligence, participant communications, plan administration issues, and how to implement a prudent decision-making process.
Certified Estate Planner™
As a Certified Estate Planner™ (CEP®), Rich has earned a distinctive educational certification through the National Institute of Certified Estate Planners (NICEP).
He completed a rigorous course of instruction in the field of estate planning, passed a comprehensive examination process, agreed to comply with annual estate planning continuing education requirements, and ascribed to the code of ethics of the NICEP.
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