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

Lease Interest

What's the interest rate on the lease you're considering?

Lease Payment

How much would your monthly lease payment be?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

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Newsletters

HOT TOPIC: The Personal Saving Rate: What It Doesn't Mean to You

The term "personal saving rate" can be misleading. It doesn't define "saving" in the same way that most people do. What should the personal saving rate mean to you?

Municipal Haste

Municipal bonds offer an opportunity to earn an income that may be free of federal income tax.

The Measure of a Life

One way to help mitigate the financial blow of the loss of a head of household is through life insurance.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

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