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

Home Affordability

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

IRA Eligibility

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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Newsletters

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.

New Opportunity Under the Federal Gift Tax

The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Protection from a Range of Liability Claims

It's projected that American companies will face $183 billion in tort costs in 2011, and $152 billion of that will land on the books of small businesses. Fortunately, there are several forms of business liability insurance that can help offset these unforeseen costs.

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