A customized approach that ensures your financial success takes center stage
We’re not influenced by commissions, incentives, or hidden agendas. Our recommendations are driven by what’s best for you, not our bottom line. You can have peace of mind knowing that our advice is driven by your best interests.
Personalized Strategies
One size doesn’t fit all when it comes to financial planning. We take the time to understand your unique goals, circumstances, and risk tolerance to craft a plan that aligns perfectly with your goals.
Richwood Financial is committed to providing you with the best in financial guidance and support. That’s why our dedicated advisors, Bryan and Lindsey, work through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC).
This collaboration means that you have access to a recognized industry leader that provides cutting-edge technology, a wide array of investment solutions, and a host of services with local advisors who are deeply connected to the fabric of our community.
Bryan is a seasoned financial professional with a focus on helping families, small business owners, and company retirement plans pursue their long-term financial goals. With over 15 years of invaluable experience in wealth management, Bryan has become a trusted advisor for his clients.
Bryan graduated with a bachelor’s degree from Wright State University in Organizational Leadership/Financial Management. The CPFA designation signifies that Bryan has undergone specialized training and education to become a proficient and trusted advisor in the realm of retirement planning.
Lindsey has a passion for helping individuals and families make well-informed financial decisions. With two years of valuable experience at Richwood Financial, she has been a guiding force in assisting clients in managing their finances and pursuing their financial objectives.
Lindsey's journey in the financial world started with her education at Bowling Green State University, where she graduated with a bachelor's degree in Finance and Management, specializing in financial planning. Her academic background has equipped her with the knowledge and skills needed to provide comprehensive financial guidance.
