Enrich Financial Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$555,558,127
Clients
425
Advisors
4
of 8 employees
About
EnRich Financial Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering comprehensive financial consulting, portfolio management, manager search and monitoring, and retirement plan consulting. The firm also provides financial coaching and assists clients with estate-document preparation through a third‑party provider, and it works with both discretionary and non‑discretionary accounts as well as outside retirement participant accounts via a linking platform.
EnRich begins engagements by gathering client information and offering tiered Partnership Advisory Services—Strategic, Portfolio, or Full Partnership—tailoring asset allocation and ongoing monitoring around long‑term, fundamentally driven investment strategies implemented largely with mutual funds and ETFs. The firm uses third‑party platforms (eMoney for consolidated planning views and a separate platform to link and rebalance outside accounts), may allocate to independent managers and DFA funds, and discloses and manages conflicts related to rollovers and the recommendation of securities‑based lending.
Several features distinguish EnRich from many peers: it manages over $550 million with a small advisory team, expects Full Partnership clients to place a large proportion of investable assets under its management, and offers a separate financial coaching service with hourly or project pricing and a preferred minimum commitment. The brochure also notes less common operational practices — offering estate documents via a third‑party (without legal advice), occasionally managing outside accounts using client login credentials rather than custodial custody, and the owners’ occasional hospitality use of a personal vacation property — all of which clients should consider when evaluating the firm.
Client services
Expertise
Fee options
Coaching Services may have a negotiated flat project fee; Retirement Plan Consulting may charge flat fees in some cases
$0 - $500,000: 1.10% $500,000 - $1,000,000: 0.80% $1,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.40% $10,000,000 - $20,000,000: 0.30% $20,000,000+: 0.25%
$300 to $750 per hour for Coaching Services
Account minimum: $250,000 Fee-only: Strategic Partnership Services: negotiable annual fee payable quarterly in advance; Coaching Services: $300 to $750 per hour or negotiated flat project fee; Retirement Plan Consulting: same tiered fee schedule as above or flat fee, negotiable
Main office
6502 Grand Teton Plaza, Suite 201
Madison WI 53719
Advisors at this office
4
Most active in
California · Florida · Georgia · Illinois · Minnesota · Texas · Wisconsin
Also doing business as
E.M. Beckett & Associates · Elaine Beckett Rich · Elaine Maria Beckett · Enrich Financial Partners LLC · Rich Mikkelson Rich Financial Advisors · Rich Mikkelson Rich Financial Advisors LLC · Rmr Financial Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Christopher R
CFP®, Series 63
Madison, WI
Enrich Financial Partners LLC
Christopher Rich is a CFP® with 31 years of industry experience and has been with EnRich Financial Partners LLC since 2003. He holds a Series 63 license and operates out of Madison, WI. In addition to his advisory role, he is an independent insurance agent for various insurance companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities by offering comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, managing client assets primarily through mutual funds, ETFs, and unaffiliated independent managers.
Elaine R
CFP®, Series 65
Madison, WI
Enrich Financial Partners LLC
Elaine Rich is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Enrich Financial Partners LLC since 2003, where she is part of a four-advisor team based in Madison, WI. Enrich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities through comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing mutual funds, ETFs, and independent managers, while providing both discretionary and non-discretionary advisory services.
Neil D
CFP®
Madison, WI
Enrich Financial Partners LLC
Neil Dinndorf is a CFP® professional with 18 years of industry experience. He has been with Enrich Financial Partners LLC in Madison, WI since 2013. Enrich Financial Partners serves individual and institutional clients including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial consulting, portfolio management, manager search and monitoring, and retirement plan consulting, utilizing long-term, fundamentally driven investment strategies primarily through mutual funds and ETFs.
Trent T
CFP®, ChFC®, Series 66
Madison, WI
Enrich Financial Partners LLC
Trent Tredinnick is a CFP® and ChFC® with 11 years of industry experience. He currently works at EnRich Financial Partners LLC and previously held roles at CUNA Brokerage Services, Inc. and Cuna Mutual Group. In addition to his advisory work, he is an independent insurance agent for various companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities with comprehensive financial planning and portfolio management, employing a fundamental, long-term investment approach primarily through mutual funds, ETFs, and independent managers.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)