Who are we?

Richey Advisors, Inc. is a registered investment advisory firm providing investment, wealth retention, and wealth accumulation advice with competence and integrity.  Our advice is independent and objective; our allegiance is only to the clients we serve.  We focus on our stability, continuity, and well-defined research-driven investment approaches.

We offer asset management and fee-based services to help our clients establish standards and benchmarks, along with attainable financial and wealth accumulation goals.  Through consistent assessments and evaluations, we monitor and regularly report actual results as compared to benchmarks and financial objectives.

 

What sets us apart?

As an independent registered advisor, we have a fiduciary duty to always act in your best interest in every aspect of our financial relationship.  Our advice is centered on your unique needs concerning your life, family, company, organization, and community aspirations.  By clarifying financial issues and objectives, with respect to economic trends and tax implications, we help identify areas of opportunity beneficial to your financial growth.  As an independent registered investment advisory firm, we have access to the financial programs that fit your financial and life needs.  What distinguishes our firm is its personal emphasis which is built around you, your goals, your time frame, and your risk tolerance.
Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Your Best Interest

Successfully managing credit is crucial, but there are some arcane credit-card rules that may affect your balance, your interest rate, and even your credit score.

Good Care Begins Early

Ironically, people who avoid important discussions because they don’t want to be a burden are sowing seeds for even greater troubles because they are forestalling preparation and ignoring the risks associated with aging, possibly until it’s too late.

Estate of Emergency?

To help ensure that an estate is distributed according to one's wishes, it’s important to have certain legal documents in place.

Protect Your Downside

When the economy takes a turn for the worse, bond mutual funds offer investors a chance to diversify their holdings and dampen risk.

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