Stop Paying Hidden Fees
Understand Your Portfolio
Be a Confident Investor
We make plans that help you, not us.
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.
I give the same advice to clients that I practice myself
After serving as an Officer in the United States Marine Corps, I became a Financial Advisor to make a meaningful difference in people’s lives.
Since 1994, 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 many more families—including yours.
You Deserve a Capable Advisor with Your Best Interest at Heart
Richard Hendry's 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 investments that you believe in and understand
Learn appropriate 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
Three Steps to Smarter Investing
1. Assess
Schedule an initial call where we can discuss your situation. We'll assess your needs and decide what financial services are best for you.
2. Align
We'll work together to align your investments with your goals and values. Your portfolio should reflect what's most important to you.
3. Review
Live your life knowing your assets are in good hands. Your wealth can work for you without getting eaten 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.
Transparent Pricing
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.
Personal Service
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.
Know What
You Own
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.
