What You Can Expect From Us

What You Can Expect As A Client of The Richards Financial Group


We are not under any obligation to favor one financial product or service over another.  The advice you receive is objective and designed to be in your best interests.  Our only obligation is to you.

A Disciplined Approach To Investing

At the foundation of your relationship with The Richards Financial Group is a precise, deliberate investment management process to help you identify your values and priorities and help keep your plan on track toward your stated goals.  We believe that applying a well-defined process helps reduce emotional errors, enhances potential returns and lowers volatility.

Integrated Strategies

As a Wells Fargo Advisors Financial Advisor, I can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products.

At The Richards Financial Group, we offer an integrated approach to finances and available access to lending and personal trust services through Wells Fargo affiliates.