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Concierge Money Manager At Your Service

You are not a number at Richman Capital Management. You are part of our family, and you will always be treated with the care and respect this warrants. We consider ourselves your financial advocate and your ally through challenging economic times. You will never feel alone on your financial path.

In addition to being independent, our firm is selective in the number of clients we serve. Creating a small, boutique-style investment shop allows us to offer concierge service to our valued clients. We make it a point to be accessible and flexible in order to help ensure that your needs are met. In addition to assisting you with your investment needs, we help you make the best financial decisions regarding all facets that affect your life!

We pride ourselves on our independent business model, which, among other things, means that we are not beholden to any proprietary products or sales quotas. This allows us to leverage the absolute best research available in order to select investments that we believe will deliver more productive results to our clients.

Buddha Consulting

We feel traditional financial planning falls short to deliver the best advice. To immediately work and take action on every financial concern is not prudent nor productive. Changing financial habits and resolving financial issues can take time and patience. Hiring us on retainer allows us to address those financial issues most critical at the moment. Our holistic approach provides the comfort of making sure your money habits are in concert with your financial path.

As your advocate, we are here to assist you toward success and happiness; whether it is planning a real estate transaction, buying a car, considering estate planning issues, insurance matters, business planning or other important concerns.

Our specialized training and experience is especially helpful to women who experienced divorce, became a widow or just feel they need a financial husband for guidance with no judgment. Our expertise, empathy and spiritual awareness makes us uniquely qualified to guide you.

We address the most pressing and important concerns first hand to guide you toward financial empowerment. This is a process and we are here as your partner on your path.

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Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
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