About Richard
We provide Financial Planning For High-Achieving Professionals Who Want To Optimize Their Peak Earning Years. Growing up, I experienced the financial stress and anxiety that divorce and unexpected unemployment can bring. My family's financial instability came while I was attending junior high school in a wealthy Indiana suburb, surrounded by kids with gold cards, the latest fashions, and spring break trips to faraway places. This created a strong desire for financial security and led me to work very hard in school, taking advantage of every opportunity. Everyone has a different relationship with money. Some of my clients don't like to think about it and would rather spend their energy pursuing their careers. Other clients save aggressively, so they have the freedom to retire early. I feel privileged to speak confidentially with all types of people and learn about a private topic most people don't often share. It's my calling to help people have a positive relationship with their money and to view it as a tool to help them lead the lives they desire.
Areas of focus
Credentials & background
Designations
Education
University of Pennsylvania
Clients served
Regulatory
The firm
We’re changing the way clients think about financial planning. Here’s what sets our firm apart. We put our clients first, always. Yes, we are a fiduciary. But that’s just a fancy word explaining that we’ll never steer you into buying something you don’t need. We focus on quality, not quantity. We are thoughtful about the number of clients we choose to work with. Our focus is on quality, not quantity. We are 100% digital. We’ve brought financial planning into the digital age—minimizing expenses and maximizing accessibility.
Austin, TX$370.8M assets under management