A complete list of active advisors currently associated with The Rich Group, LLC

Warmer can help you find a great advisor at The Rich Group, LLC or one who fits your needs even better.

The Rich Group is a fee-only registered investment adviser that offers comprehensive financial planning, targeted investment planning, and portfolio management services to individuals, families, and small businesses. The firm generally requires clients to complete a planning engagement before enrolling in ongoing portfolio management and will consider account acceptance on a case-by-case basis. The Rich Group follows a strategic asset allocation philosophy grounded in efficient markets and Modern Portfolio Theory, implementing client portfolios primarily with mutual funds and exchange-traded funds and documenting targets and constraints in a written Investment Policy Statement. Management is non‑discretionary—the adviser makes recommendations and conducts regular (at least quarterly) reviews and rebalancing proposals, while clients retain authority to approve transactions; custodians provide account statements directly to clients. What is somewhat distinctive for a firm of its size is the combination of its planning-first enrollment model with embedded, limited hourly follow-up consultation and its practice of partnering with other financial firms and sponsors for public educational seminars. The brochure also discloses that the firm may receive non‑cash benefits from recommended brokers or fund companies, does not accept performance‑based fees, does not maintain custody of client assets, and does not vote client proxies absent client direction.

To learn more about the advisors currently working at The Rich Group, 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.