Richard Bryan, CFP® Partners in Financial Planning, LLC

About Richard Bryan, CFP®

Rich joined Partners in Financial Planning in October 2012 and became the third managing partner. He started his financial planning career at Salomon Smith Barney, worked eight years at Vanguard and even ran his own Registered Investment Advisor firm before merging his firm with Partners in Financial Planning. He holds a Bachelor of Science in Finance from Liberty University. In his free time, Rich can be found watching his son play college basketball, his daughter play high school volleyball, hiking, reading and travelling with his wife.

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Ideal Clients

  • Christian Faith Based
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Quarterly Fee

Fee Options

  • Quarterly Fee: $1,250+/qtr

SEC Records

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