Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Barry Richey
President
(817) 488-8173
Barry Richey is a veteran in the financial arena. During a career that has spanned over 39 years, he has served as a NAIFA Ohio chapter president, a Life Underwriters Training Council Fellow as well as an Investment Advisor...
Robin Houghton
Administrative Coordinator
(817) 488-8173
Robin has over 10 years of administrative experience and serves as the first impression of our office as she greets and welcomes clients. Her other duties include managing the physical office as well as providing support in research,...
Client Centered
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.