Smart financial planning isn't just about money-it's about creating a bright future for yourself and your family. No matter where you've been or where you are in life now, our team of advisors are here to help you find the best path forward. There is no one-size-fits-all when it comes to planning for your financial future, and we believe that no one should have to pay for financial services they don't need.
Our financial advisors want to help you reach your goals, simple as that. For people comfortable with managing their own investments, we can create a solid plan and then put you in the driver's seat. No time to manage it all? Our investment team has you covered, and you can stay as involved or not involved as you want.
Our financial advisors want to help you reach your goals, simple as that. For people comfortable with managing their own investments, we can create a solid plan and then put you in the driver's seat. No time to manage it all? Our investment team has you covered, and you can stay as involved or not involved as you want.
Services
Our philosophy is simple: People make better investment decisions once they understand how their money is going to work for them. We don't want to tell you what to do with your money-we want to give you all your options and let you decide what's best for your future. We're not a big financial brand, and we don't want to be.
What's it like working at Leonard Rickey Investment Advisors? We like to think of ourselves as a hard-working group that strives every day to give our clients the best service possible. We do this by being committed to our clients, but not too serious. We're professional, but not stuffy. We're smart, but always learning.
As your partner in wealth management, we guide financial decisions designed to keep you and your family on the best path forward. With our strong ethical standards, transparent pricing, and a no-frills approach to business, we're all about helping you make the most of your money while protecting what matters most.
Here's a hard truth that most financial institutions won't tell you: Most people are paying for financial services they don't need. If you're just saving for a big purchase or setting up a retirement account, why pay for comprehensive wealth management? We offer flexible, pay-by-the-hour financial planning services that give you the benefit of our financial planners' expertise with the flexibility to manage your own assets going forward.
Nearly everybody could benefit from time with a trusted financial planner, but many people don't want a long-term commitment with an advisor. We believe in the power of advice and that you shouldn't have to pay us to manage all your money just to get on the right track. If you are looking for advice but aren't sure if you want to manage the investments on your own, our fee-only financial planners are here to help you make sense of your finances.
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