Our Mission

Our mission is to help clients create and preserve financial security in accordance with their dreams, goals and objectives.

Our Philosophy

The Richards Financial Group of Wells Fargo Advisors is committed to providing the highest level of personal service, innovative strategies and sound investment guidance to help our clients achieve their long-term financial goals.  Our greatest sense of accomplishment and satisfaction comes when we impact the lives of clients in ways that are enriching to them and exceed their expectations.  We are interested in cultivating lasting relationships that are mutually beneficial and built on the highest levels of integrity, trust and service.  We recognize that our advice, guidance and encouragement may have a profound effect on our clients' ability to manage their business affairs, care for their family, educate their children, retire comfortably, and accomodate any charitable intent.

Our Approach

We start with your life and plan your money around it.  This simple concept is at the center of everything we do.  Our decisions are driven by a loyalty to our clients and an  understanding that long-term success will be enhanced by putting their interests first.