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Your Advocate for a Better Financial Future

Not only do we provide investment advice to our clients, we also seek to provide a higher wisdom of personal finance to help you move toward financial independence.

You are not a number at Richman Capital Management. We consider ourselves your financial advocate and your ally thorough challenging economic times.

Once you experience our devotion to your money and your life, you’ll never consider managing your financial future at an impersonal bank or financial institution again. 

When you work with our boutique firm, you'll find a partner who can provide investment solutions that will make you confident in the steps you're taking toward the future you envision.

Our primary focus is on you and what matters most to you. Our experience, credentials, and concierge service strengthens this commitments. The result is a custom-tailored approach for helping you pursue a better tomorrow.

 

AIFA® A Heightened Level of Responsibility

We have always believed that effective relationships with our clients are built on trust. That trust is grounded in a commitment to act in your best interest.  Indeed this responsibility is required of investment professionals who act as fiduciaries to clients.  In addition to this requirement,  Craig has undergone extensive study and training to enact fiduciary excellence.  This is signified by the Accredited Investment Fiduciary Analyst ™ (AIFA®) designation.

Although there is a virtual alphabet soup in the world of finance, the AIFA® designation is one that we feel is particularly important to help make you secure in the knowledge that we aim to meet the requirements as set forth by law, but wish to exceed them and abide by a gold standard of fiduciary responsibility.

Our promise to you is that you will never have to wonder if your advisor is working in your best interest.

 

AIFA
 

 

 
 
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