Richey Advisors

At RAI Wealth Management, we believe that everyone deserves to live a better life with smart financial education and knowledge. As a fee-only, Registered Investment Advisor (RIA), we specialize in offering comprehensive financial planning services and asset management, empowering our clients to establish clear standards and wealth accumulation goals. Our mission is to serve as a beacon of financial empowerment within our community, illuminating the path towards financial security and prosperity for each individual and family we touch.

Our Story

Our team of certified financial planners and advisors is dedicated to providing personalized services tailored to each client's unique needs and goals. We understand that every individual's financial situation is different, and that's why we take the time to get to know our clients, their finances, and their goals. Our approach is centered around matching strategies to our clients' individual needs, regardless of their age or background.

Our Services

We offer a comprehensive range of services designed to help our clients achieve financial security and prosperity. Our services include:

• Financial Planning: We work closely with our clients to develop a personalized financial plan that aligns with their goals and objectives.
• Investment Management: Our team of experienced investment professionals manages our clients' investments, ensuring that their portfolios are aligned with their risk tolerance and goals.
• Estate Planning: We help our clients develop a comprehensive estate plan that protects their assets and ensures a smooth transition of wealth to their loved ones.
• Tax Planning: Our certified public accountants work with our clients to develop a tax strategy that minimizes their tax liability and maximizes their wealth.
• Insurance Planning: We help our clients determine the right type and amount of insurance coverage to protect their assets and loved ones.
• Retirement Planning: Our team of experts helps our clients develop a retirement plan that ensures a comfortable and secure financial future.

Our Approach

Our approach is centered around three simple steps: getting to know our clients, making a plan, and monitoring the plan. We believe that financial planning is not a one-time event, but a ongoing process that requires regular monitoring and adjustments. Our team of certified professionals is dedicated to providing exceptional service and guidance every step of the way.