Richter Financial Partners

You Have Assets. Let Us Be One.

Financial planner in Vancouver, WA (show on map)

5.0

★★★★★

1 reviews

A family-owned financial advisory firm providing personalized wealth management, retirement planning, insurance, and estate strategies.

Call (360) 397-4392

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About

Richter Financial Partners was founded with the goal of assisting clients in every aspect of their financial lives. As a family-owned business, they extend a sense of family to every client and referral, holding themselves to high standards of service.

Their approach combines a forward-looking strategy for managing resources with careful consideration of the human element in financial decision-making. They work with a network of professionals to ensure all facets of financial well-being are addressed, from investment management and retirement planning to insurance and estate conservation. Their registered representatives are associated with LPL Financial, a registered investment advisor and member of FINRA & SIPC.

Family-owned and operated business

Deep personal relationship with every client

Holistic wealth management approach beyond just investments

Network of professionals to address all facets of financial well-being

Commitment to acting in the client's best interest

Services

Investment Management

Professional assistance with bonds, common stock, and variable annuities through brokerage accounts and IRAs.

Bonds Common Stock Variable Annuities Brokerage Accounts

Retirement Planning

Comprehensive retirement plan design including Traditional IRA, Roth IRA, SEP IRA, Simple IRA, and 401k rollovers.

Traditional IRA Roth IRA SEP IRA Simple IRA 401k & IRA Rollovers

Financial Planning

Holistic financial planning covering retirement plans, tax plans, college plans, estate plans, and money management.

Retirement Plans Tax Plans College Plans Estate Plans Money Management

Insurance Services

Insurance options including life insurance, disability income insurance, long-term care insurance, and annuities.

Life Insurance Disability Income Insurance Long Term Care Insurance Annuities

Estate Planning

Effective estate management to manage affairs during lifetime and control distribution of wealth after death.

Estate Strategy Will Planning Trust Planning Exit Strategies

Credentials & Certifications

Series 7

Series 66

LPL Financial Registered Investment Advisor

FINRA Member

SIPC Member

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What is Richter Financial Partners' approach to financial advising? +

Richter Financial Partners is committed to inspiring confidence in clients by replacing the stress commonplace with investing and financial planning. They combine a forward-looking approach to managing resources with careful consideration of the human element in decision making.

What services does Richter Financial Partners offer? +

They offer investment management (bonds, common stock, variable annuities, brokerage accounts), financial planning (retirement, tax, college, estate plans, money management), and insurance services (life, disability, long-term care, annuities).

Is Richter Financial Partners a family-owned business? +

Yes, Richter Financial Partners is a family-owned and run business that extends a sense of family to every client and referral.

What credentials do the advisors hold? +

The firm's representatives hold Series 7 and Series 66 registrations through LPL Financial, a registered investment advisor and member of FINRA & SIPC.

What states do they serve? +

The registered representatives may discuss and transact securities business with residents of CA, FL, GA, ID, IN, NY, OR, and WA. They are insurance licensed in WA and OR.

What is the firm's philosophy on client relationships? +

Richter Financial Partners believes every investor deserves a loyal and effective advisor with the ability to guide and educate on matters most important to their financial success. They strive to be aligned with the unchanging principle of serving others.

What insurance options are available? +

They offer Life Insurance, Disability Income Insurance, Long Term Care Insurance, and Annuities.

What is the office location and contact information? +

Richter Financial Partners is located at 703 Broadway Street Suite 605, Vancouver, WA 98660. Phone: (360) 397-4392. Fax: (360) 693-8827. Email: [email protected].