Richon Planning

At Richon Planning, LLC., we are dedicated to serving as a trusted resource for residents across North Carolina and beyond. Our team of professional, local advisors and trusted benefit consultants, led by our founder, Peter Richon, MRFC®, have the experience and expertise to help design, implement, and administrate comprehensive personal wealth and retirement planning strategies, business solutions, and employee protections.

Our company is an independent investment, insurance, and financial services firm headquartered in the Research Triangle Park. We focus on helping our clients define and achieve their financial goals and protect what is most important to them. We have built our business based on service, trust, and integrity.

We offer personalized investment and income strategies, as well as tax and estate evaluation for all sizes of portfolios and estates. Our services include investment management, retirement planning, estate planning, tax planning, insurance, risk management, and employer plans. We are committed to providing our clients with the knowledge and clarity they need to make informed decisions about their financial future.

Our team is dedicated to reducing unnecessary risks, fees, and taxes, so that our clients can retire with confidence. We believe in maintaining the highest ethical standards and strive to ensure that every client feels valued and supported throughout their financial journey.

Peter Richon, our founder, is a local Dave Ramsey SmartVestor Pro®, selected by Dave Ramsey and the Ramsey Solutions organization. He has helped planners throughout North Carolina prepare for retirement and obtain a level of protection for their retirement assets. His insight and guidance have been heard on hundreds of radio stations across the country and featured in several retirement planning books.

In addition to our comprehensive financial services, we also offer a variety of educational resources, including podcasts, downloads, guide books, and free budget sheets. Our goal is to empower our clients with the knowledge they need to make informed decisions about their financial future.

At Richon Planning, LLC., we are committed to helping our clients achieve their financial goals and protect what is most important to them. Whether you are looking to design a comprehensive personal wealth and retirement planning strategy, seeking business solutions, or protecting your employees, we are here to help. Contact us today to schedule an appointment and let us help you achieve financial confidence.