How I "click."

My mission is to get to know and understand your needs, wants, and long-term dreams. 

Working together, we will help you develop, implement, and monitor a strategy that’s designed to address your individual situation.  AND you and I can update the plan regularly.

Let's tackle your debt.  Let's be smart about buying that house, changing jobs, raising a family, college planning, retirement and beyond.  These personal finance challenges may seem overwhelming, but we will utilize all of our resources to get you to your goals. 

Life is short.  Let's live it up and make every day more secure and meaningful with thoughtful planning.

 

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Say goodbye to paper - no more burning down forests for unnecessary paperwork! We use state-of-the-art digital technology using internet, email, video conferencing and text.  You can see all of your accounts in one place so we can better guide you. More efficient lower cost investing. Access to commission-free fractional shares using Altruist, where we can invest your money in high-quality assets, no matter the price.  Bring over all your old brokerage accounts to one place.

Our History

With Rich Michaels Investments, you now have the best technology but you also have the decades of life experience. Let’s invest the way you want to invest.  In the things you believe.  Companies that align with your social, corporate and global responsibilities that move us from the past to the future.