Zachary Richards

Background

About Zachary Richards

Whether you are an experienced investor or just getting started, choosing a financial advisor is an important decision. Thank you for considering me as your trusted partner. As an Edward Jones financial advisor, I help families, retirees and business owners make informed decisions about their wealth in order to lead meaningful lives. This includes helping my clients take care of themselves as well as the people and causes they care most about. Whether it's planning for retirement, saving for college for children or grandchildren or just trying to protect the financial future of the ones that we care the most for, we take the time to identify each goal and develop the strategy to address it. This includes collaborating with other trusted advisors such as CPAs and estate planning attorney's to ensure your strategy is seamlessly implemented. I assist clients in understanding where they are at currently with their finances, clearly defining financial goals, and developing investment strategies that are personally tailored to them. This is done through a highly personalized process of analysis, action, and review. A little bit about me: I am married to my lovely wife, Hanna and we have an orange cat named Mango. We enjoy spending time outside golfing, camping, and being on the lake. We are also concert goers and love to listen to vinyl's on our record player in our spare time. I love anything sports related, whether that be watching, playing, or talking about the game the night before. I grew up playing soccer and have been coaching for the last few years. If you find yourself thinking about your financial future and want a highly personalized approach to investing, let's get started. I look forward to working with For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see