Where our expertise meets your unique needs
Our investing philosophy is based on over 80 years of financial market data and Nobel Prize-winning economic research and strategic partnerships.
We have saved some of our clients over $100,000 in taxes per year! Experience may vary, but let us proactively seek ways to reduce your tax burden.
The Dream Meeting ™ is when we explore what you want to achieve with your financial goals. We consider all your desires for your retirement, your family and the legacy you want to leave.
We provide solutions designed to potentially provide for your needs for the rest of your life. This plan is intended to bring you financial security in your golden years.
Several Highlights of Rich's Credentials
After being sold an unnecessary and very expensive insurance policy while he was pinching pennies to make it through graduate school, Rich has been passionate about helping people avoid costly financial mistakes. He is focused on helping people reduce their largest expense – Taxes! Rich has helped several clients achieve over $200,000 in new annual tax deductions that they didn’t know they had been missing for many years. Rich served in the tax department at Deloitte and Touche, and was the senior financial officer for RxAmerica, a $450 Million company, and managed over $25 Million in assets as treasurer. As CFO for other companies, he has raised over $38 Million in private company funding and is currently a co‐founder/ Managing Member of Valued Wealth Advisors. Rich is one of the top advisors in the nation for Loring Ward, a firm who manages over $40 Billion in assets, and is an "Elite Advisor" with Independent Financial Group. He is a licensed CPA, investment advisory representative, real estate agent [inactive], and real estate securities representative.
Former CFO of $450 Million Company
Over 95% Client Retention
Magna Cum Laude Graduate
Top 5% Graduating Class Brigham Young University School of Accountancy
CPA, MAcc, AIF, IFG Elite Advisor
20+ years of certifications