Rich Dexter Email & Phone Number

Hi, I’m Rich—a dedicated financial advisor with a passion for empowering individuals, families, and business owners to achieve confidence and clarity in their financial lives. Our team of seasoned professionals is committed to maximizing wealth, mitigating risk, and crafting tailored strategies to help you reach your financial goals, including the possibility of a "work-optional" lifestyle.With years of experience, Our team has honed an evidence-based approach to financial planning that is centered around your unique needs and circumstances. My goal is to help you understand and visualize the trade-offs involved in your financial decisions, so you can make informed choices with confidence.As a husband and father of four, I deeply understand the importance of planning for your family’s future. I'm committed to helping you build and sustain a strong financial foundation. Whether you're looking to diversify your investments, enhance tax efficiency, or create comprehensive estate plans and giving strategies, I provide strategic guidance to support your financial goals.As a fee-only advisor, my sole allegiance is to my clients. As a fiduciary, I’m committed to always putting your interests first. From maximizing retirement savings to evaluating Roth IRA conversions and coordinating the timing of retirement distributions, I'm here to guide you every step of the way.When I’m not helping families plan for their financial futures, you’ll find me cheering on NC State (GO PACK!) sports, spending quality time with my family and our three pets, or contributing to my community by helping build stronger men through faith in Jesus Christ. Let’s connect and start planning for your next stage in life! Schedule a complimentary call via https://spartanplanninggroup.com/

Listed skills include Data Center, Virtualization, Cloud Computing, Storage, and 25 others.

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  Western New England College

  Computer Science