A complete list of active advisors currently associated with Richwood Investment Advisors, LLC

Warmer can help you find a great advisor at Richwood Investment Advisors, LLC or one who fits your needs even better.

Richwood Investment Advisors is a small independent registered investment adviser that serves individual and high‑net‑worth clients as well as retirement plans, trusts, charitable organizations, and business entities. The firm offers discretionary investment management, retirement‑plan advisory and consulting, and complimentary financial planning advice on estate, tax, education, and insurance matters. The firm develops individualized Investment Policy Statements and typically manages accounts on a discretionary basis, taking into account risk tolerance, time horizon, tax position, and philanthropic goals. Its stated methods combine fundamental analysis with technical approaches (charting and cyclical analysis) and may include short‑term trading when deemed suitable; custodial and execution services are generally conducted through Charles Schwab & Co., Inc. Noteworthy features for a solo adviser include supervising about $155 million in discretionary assets across roughly 156 clients and explicitly offering ERISA/retirement‑plan fiduciary services. The brochure also discloses several less common practices — it may segregate unsupervised holdings that are not actively managed or charged a fee, it does not aggregate client orders into block trades, and it does not vote client proxies.

To learn more about the advisors currently working at Richwood Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.