Team profile


What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Investments

Community participation

Richards, Meli & Associates - Community participation photo

We recently volunteered at the local Second Harvest putting together 1,995 Sunshine boxes. Volunteers set up an assembly line to pack, seal, and stack the boxes so they are ready to be delivered to agencies for distribution to area senior citizens, new mothers and children.