Financial Services
Investment guidance built for your goals
We help you make confident financial decisions. Whether you're planning for retirement, growing wealth, or navigating life changes, we're here to guide you every step of the way.
Approach
An engagement, in three deliberate moves
The shape of every project is the same — what changes is the work inside it. Here's how we move from first conversation to lasting result.
Investment Portfolio Management
We build and manage diversified investment portfolios tailored to your financial goals and risk tolerance. Our team works with you to create a strategy that grows your wealth over time while keeping costs reasonable.
Financial Planning Services
We help you map out your financial future with comprehensive planning that covers retirement, education, and major life events. Our advisors sit down with you to understand your situation and create a realistic roadmap forward.
Retirement Income Planning
We design strategies to help you transition smoothly into retirement and maintain the lifestyle you want. From Social Security optimization to pension decisions, we handle the details so you can focus on enjoying this next chapter.
Evidence
What we deliver, in numbers
24h
Average time to first written response
95%
Of clients return for a second engagement
15+
Years of compounded experience on every file
Working with Ken Richard Investment Group LLC meant straightforward answers, prompt responses, and work that held up under scrutiny. They earned the second engagement before the first was finished.