Barbara Richards
Financial Advisor at Radnor Wealth Management
Based in Brentwood, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Brentwood
Industry
Financial Services
Company size
4
Contact information
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b•••••••@radnorwealth.com
Phone
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Background
About Barbara Richards
Barbara Richards and Mark Richards work together to provide financial planning services to individuals, families and business owners. Because they want to be available to their clients and provide the highest level of support, their practice is limited to the types of clients they believe they can most help. Barbara’s vision for each client is to help them establish a financial base that affords them the freedom and peace of mind to live a lifestyle of meaning and fulfillment. She accomplishes that by using her broad knowledge of financial planning to guide her clients toward long-term financial security. She has particular expertise in working with multi-generation families and business owners. Because Barbara understands the specific financial challenges and complex relationships faced by these clients, they rely on her insight and wisdom to help them make sound financial decisions. She is very adept at helping them optimize opportunities and deal with their unique challenges. Listening, honesty, and integrity are important qualities to Barbara. Initially she takes time to understand the new clients’ value system and lifelong dreams. With this information, she is better equipped to guide them toward achieving their goals through prudent financial planning. The planning process includes a complete analysis of their current financial position, the challenges to their financial security and the related concerns and fears. Then, a long-term action plan is formulated to help the client grow from their current position to one that fulfills their life goals. The plan covers financial issues such as investment portfolio analysis, asset management, risk management, tax planning strategies, retirement planning, education funding, personal business management and charitable and estate planning strategies. Specialties: Specific experience in trust and investment work. In depth knowledge of planning for retirement, asset mangement and planning for the distribution of assets in retirement
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