So what makes our financial consulting firm so different, and why should you turn to us for financial advice in Laguna Niguel? It starts with our founder.

Kevin Richards is an Investment Advisor. Why does that matter? In the financial services industry, there are generally two kinds of people offering advice: Registered Representatives and Investment Advisors. Many investors aren’t aware differences exist. One of the main differences is that Investment Advisors have a fiduciary duty to act in the best interest of their clients at all times.

As an investment advisor representative, Kevin Richards is obligated to do the following:

  • Put your interest first
  • Understand your specific financial situation
  • Offer straightforward advice that reflects your long-term goals
  • Recommend investment solutions that best fit your unique needs
  • Use a fee-based structure and be compensated by the customers he represents

“I’m always looking out for the best interest of my clients. My clients should know that when they do well, I do well. We’re in this together – and I will work hard to get the best results for all of us.”
-Kevin Richards

Please feel free to reach out to us anytime to learn more about investment management and how we can start you on the right path for financial success.