Richard Bryan (CFP®)
Richard Bryan focuses in the
following client markets or areas of practice:
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
At Partners in Financial Planning, we provide tax-focused, comprehensive, fee-only financial planning and investment management services. Located in Salem, VA and Charleston, SC, we serve clients locally and across the country. Serviced by a team of professionals with over 100 years of combined financial services experience and knowledge, we work to exceed expectations and our clients are the focus of everything we do.
We work collaboratively with you to design a financial plan that supports your goals and dreams while maintaining your financial security thru all phases of your life’s journey. We go beyond what makes a good financial advisor by forming a caring, authentic relationship built on trust. We want to be your trusted partner and work to earn it every day!
Additional Information
Rich joined Partners in Financial Planning in October 2012 and became the third managing partner in 2015. He started his financial planning career at Salomon Smith Barney, worked nine years at Vanguard and even ran his own Registered Investment Advisor firm before merging his firm with PIFP. He holds a Bachelor of Science in Finance from Liberty University. Rich grew up on Johns Island, SC. After living in Virginia and Pennsylvania for many years, he moved back to Johns Island to help take care of family. Rich manages our Charleston, SC office. Rich and his wife Carla have three children but are now empty nesters. In his free time, Rich can be found watching his son play college basketball, visiting his two daughters, hiking, sailing, reading and traveling with his wife.
NAPFA Start Date
November 30, 2011
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