Be a good
With Richard P. Hendry as your mobile investment manager, you get common-sense advice and transparent pricing.
So you can make smart decisions about your wealth and your future—no matter where in the US you live.
Stop paying hidden fees
Understand your portfolio
Be a confident investor
Most financial advisors sell products that help them, not you
It’s hard to make smart, rational decisions about your own money. But it’s also hard to know who to trust as an advisor. Everyone’s telling you something different, and what you don’t know can hurt you.
Unfortunately, many advisors are incentivized by the products they sell instead of by what’s best for their clients. This practice leads investors down a path that potentially costs them tens of thousands annually. Did you know that most wealthy families could potentially buy a Lexus every year from savings on hidden fees on their investments?
You deserve a capable advisor with your best interest at heart
Richard Hendry's mobile wealth management practice at Raymond James helps you create a customized plan to achieve your dreams while helping preserve what you already have. Imagine having an experienced, trustworthy advisor by your side who can help you:
Keep more money in your pocket
Build a portfolio of stocks you believe in and understand
Learn concrete investing strategies that make common sense
Invest in the best companies in America
Feel good about being a confident provider for your family
Have confidence knowing you have a plan for the future
No matter where you live, our transparent annual advisory fee includes: investment advice, transaction fees, risk management services, account maintenance, and financial planning advice. No hidden fees. No surprises.
I give the same advice to clients that I practice myself
Like many of my clients, I started with nothing and built my wealth. After my time as an officer in the Marine Corps, I struggled, living month to month. I became an Financial Advisor to be a better provider for my new family and make a meaningful difference in people’s lives.
More than 25 years later, I’ve helped thousands of people make smart choices about their money. I now manage investments for some of the wealthiest families in America.
I believe helping others is our true legacy, and I hope to help thousands more families—including yours—over the next 25 years.
Three Steps to Smarter Stewardship
Schedule an initial call where we can discuss your situation. We'll assess your needs and decide what financial services are best for you.
We'll work together to align your investments with your goals and values. Your portfolio should reflect what's most important to you.
Live your life knowing your assets are in good hands. Your wealth can work for you without getting nibbled away by hidden fees.
My 5 Pillars of Success
What's different about working with Richard P. Hendry
I promise fee transparency. Everything is clear and upfront, so you know exactly what you're paying for when it comes to our services. You will not have any hidden fees or surprises. What you see is what you're charged.
For over 25 years, I’ve built my practice by sitting down directly with clients and traveling to their homes around the country to develop deeper relationships. I'm just a phone call away, and you won't go through a financial salesperson or client relations manager.
The investing world is full of complex financial products whose names alone can make your eyes glaze over. I'll help you buy stocks directly in companies you know and believe in. You can have confidence when you understand exactly where your money is going.
Buy quality, avoid the junk. You don't have to take unnecessary risks by shorting the latest viral meme or chasing a cryptocurrency you don't understand. Instead, just own the quality stocks in different industries: tech, home improvement, defense, beauty, and more.
Manage Your Risk
I believe in keeping it simple. Some of the greatest companies in the world are right here in the US, which is where I like to focus my investment strategy. We'll create a plan together discussing all options based on your goals and circumstances.