Richard
Welsh
CFP®
Here to act in your best interests
About me
As a financial planner since 1999, I put my depth of experience to good use every day in helping my clients look toward a secure future through smart planning and investing today. It’s always satisfying to see them work hard to enter into a retirement they find rewarding.
Certifications
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, Education - Eastern Michigan University
Juris Doctor - Michigan State University
Visit one of our Locations
Detroit IV - Novi
39555 Orchard Hill Place
Suite 365
Novi, MI 48375
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
