Chad Richey Email and Phone Number

I am a co-founder of The RPM Group. Now, in our 21st year, we are determined to provide our loyal clientele – and generations of their families – with confidence, based on the transparency and education we offer. Clients' needs dictate our focus. And while our strategies may be complex, our mission is to simplify their financial lives and prepare them for what's ahead. When it comes to investments, we take a disciplined, rules-based approach with a focus on mitigating risk and minimizing… Show more I am a co-founder of The RPM Group. Now, in our 21st year, we are determined to provide our loyal clientele – and generations of their families – with confidence, based on the transparency and education we offer. Clients' needs dictate our focus. And while our strategies may be complex, our mission is to simplify their financial lives and prepare them for what's ahead. When it comes to investments, we take a disciplined, rules-based approach with a focus on mitigating risk and minimizing clients' emotions. When helpful, we also provide ready access to specialists at Bank of America, N.A. for appropriate solutions including residential and securities-based lending, commercial lending including construction and equipment financing, as well as cash management. To enhance our tax-minimization and estate planning strategies, we often collaborate with clients' CPAs and attorneys.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Some or all alternative investments may not be in the best interests for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.* Chad Richey NMLS ID 780800*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. Show less