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

Estate Taxes

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Credit Card Debt

How Long Will It Take to Pay my Balance?

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Newsletters

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Building a Business Versus Building Wealth

The market for small businesses has been less than ideal over the past few years. Thus a business owner's efforts to build a successful business may not always translate to an increase in personal wealth. One way to insulate a business owner's personal financial situation from the fluctuating small-business market is by investing outside the company.

HOT TOPIC: Eye on Japan's Recovery Within a Recovery

Japan’s economy hasn’t been on solid ground since the 1990s, but now it must grapple with rebuilding after an earthquake, tsunami, and nuclear accident that have caused economic losses expected to surpass $300 billion. What is the outlook for Japan and the effects the nation's disasters could have on the world economy and financial markets?

Rising Popularity of Roth IRA as Retirement Vehicle

Investment in the Roth IRA has been growing dramatically. Fueling the growth of this popular investment vehicle are tax-free distributions in retirement and no mandatory withdrawals due to age. Compare the trade-offs of Roth IRAs with traditional IRAs, including eligibility limitations, annual contribution limits, and withdrawal considerations.

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