Richards Financial

verified

Financial Planner in West Palm Beach

Today 08:00 AM - 05:00 PM

West Palm Beach FL

(717) 798-8474

website

General Description

Richards Financial is an independent, fee-only fiduciary investment adviser established in 2004. We build concentrated, high-conviction portfolios for long-term investors who want more than average index fund returns. No commissions. No product sales. Just disciplined portfolio management with your interests first. Client assets are custodied at Interactive Brokers LLC. Accounts available from $5,000. IRA and non-IRA accounts welcome. Available for appointments Monday through Friday starting at 8:00 AM, with some weekend availability by request.


Business Hours

Sundayclosed
Monday08:00 AM05:00 PM
Tuesday08:00 AM05:00 PM
Wednesday08:00 AM05:00 PM
Thursday08:00 AM05:00 PM
Friday08:00 AM05:00 PM
Saturdayclosed


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