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Intentional Wealth Advisory

Clarity. Alignment. Confidence.

We guide you to make clear, intentional financial decisions—so your financial life is aligned, structured, and fully in your control.

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What We Do

Live with Intention

You’ve worked hard to create wealth and the life you want. Now it’s time to protect it, grow it wisely, and use it to live your next chapter fully with clarity, confidence and balance. We serve as your trusted advisor, applying over four decades of experience to guide you to live your best life with intention, combining sage financial advice with a mindful approach to lifestyle, legacy and wellbeing. Our holistic approach to finance will support the life you’ve envisioned.

Empowering Your Financial Journey
Affluent Clients at Critical Life Stages

We partner with women &  retirees at pivotal moments in life, helping them align their financial decisions with their goals, values, and vision for the future.

Professional and Independent Women 

Professional and Independent Women 

Even the most successful women can feel uncertain when it comes to aligning their wealth with their goals, values, and intention. We serve as a steady guide—an advisor who listens deeply, speaks your language, and empowers you to build a financial strategy that confidently supports your path forward.

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Women in Transition

Women in Transition

Transitions can feel overwhelming, even when you’re strong and capable. We provide guidance you can rely on, so you can move forward with confidence — preserving your lifestyle today while shaping the future you envision.  Whether you’re navigating complex financial decisions or emotional change, we offer full support to help you make empowered, informed choices every step of the way.

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Retirees And Families

Retirees And Families

As you enter retirement or plan for your family’s future, having a clear strategy is essential. We provide experienced guidance to help you generate reliable income, preserve and grow your assets, and plan for the long term — from estate planning and Social Security to intergenerational wealth and long-term care.

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How We Help
Helping You Live Fully With Intention

Your financial life deserves more than generic advice. We provide tailored strategies, clear analysis, and attentive guidance that allow you to focus on living life on purpose in alignment with your goals and values.


Sage Financial Guidance

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Personalized, insightful guidance that helps you make confident decisions and navigate life’s financial complexities with clarity.

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Advocacy & Support

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A trusted partner who listens deeply, understands your goals, and ensures your best interests are always represented.

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Strategic Investing

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Purpose-driven investing that balances long-term growth, dependable income, and thoughtful capital preservation aligned with your life goals.

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Concierge-Level Service

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Proactive, hands-on support that simplifies your financial life and ensures your unique needs are met with care and precision.

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Who We Are
Experience, Expertise, and Unwavering Commitment

Since 1982, we’ve partnered with clients to bring clarity, confidence, and purpose to every financial decision. Our boutique approach delivers personalized guidance, trusted relationships, and strategies designed to empower you to achieve your goals and navigate life’s financial journey with assurance.

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Our Process
A Disciplined Approach to Your Wealth

Introduction and Discovery

We begin by meeting to understand your situation, assess mutual fit, and determine if our expertise aligns with your needs and expectations.

Comprehensive Financial Analysis

We thoroughly examine your financial goals, current portfolio, income requirements, tax situation, and estate considerations to develop a complete understanding of your wealth.

Strategic Recommendations and Implementation

We present customized strategies tailored to your objectives, then execute the plan with precision while providing ongoing management and communication as your trusted advisor.

Tools For Financial Understanding

Money with Murphy

Money with Murphy

Money with Murphy delivers timely market insight from Kara Murphy, President and Chief Investment Officer of Kestra Investment Management. Richman Capital Management is now affiliated with Kestra Investment Management. 

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Women and Financial Strategies

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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Experience the Difference of
Boutique Wealth Management

If you're seeking sophisticated guidance and concierge-level service for your retirement years, we invite you to schedule an introductory conversation. Discover how our experience and personalized approach can help you protect your wealth and elevate your lifestyle.

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