Discovery
Personalized Financial Planning Tailored to Your Needs
At the heart of our approach to financial planning is a commitment to understanding what matters most to you. We prioritize building personal relationships with our clients and staying attuned to the evolving circumstances of their lives.
With almost 100 years of combined experience in financial planning and a team composed entirely of Certified Financial Planners—the recognized gold standard in the industry—we offer the expertise and insights necessary to simplify your financial landscape and help you set realistic, achievable goals.
Analysis
Comprehensive Assessments for Informed Recommendations
Our collaborative approach allows us to utilize the expertise of our immediate team alongside your external advisors, such as accountants and attorneys. By tapping into the extensive resources of Richardson Wealth, which includes specialized tax, estate, and insurance professionals, we perform a detailed analysis of your financial situation.
Portfolio Construction
Strategic Investing for Every Market Condition
While the future of the market may be uncertain, our experience has taught us the importance of adhering to core investment principles: diversification, disciplined strategy, and a focus on long-term quality. We strive to build resilient portfolios using a mix of individual stocks, bonds, Exchange-Traded Funds (ETFs), pooled funds, and alternative investments customized to meet your specific investment requirements.
Regular Reviews
Committed to Exceptional Service
Our goal is to limit the number of clients we deal with, permitting us to provide high levels of proactivity, service and thoughtfulness in everything we do. Our promise is to grow our business at a pace which does not exceed our ability to provide the high level of service our clients expect.