Richard L. Farrar
Senior Consultant, Certified Financial Planner
Rick Farrar understands the nuances and many facets of personal wealth management. He entered the industry with a purpose - helping people navigate their wealth strategy with greater understanding and success.
Rick has built a practice with integrity, earning the confidence of individuals, families, and corporations alike. He breaks down the complex issues of wealth strategy by developing a concise plan of action, and educating his clients to see and pursue the potential of their investment portfolios.
Experience and results speak for themselves. Having managed his clients through numerous market corrections and two recessions, Rick has an established track record for delivering timely sophisticated financial solutions to help his clients through good times and bad.
"Putting our clients ahead of everything else has been the foundation for the business," said Rick Farrar. "It has enabled my clients, my team and myself to enjoy many years of successfully working together."
For Rick's clients, wealth is not just net worth, but what can be done with it. Rick helps his clients make an imprint on the world.