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Be a good
steward of
your money

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.

Call Now | 404-403-4030

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?

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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.

Call Now | 404-403-4030
At the Office
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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.

Call Now | 404-403-4030

Three Steps to Smarter Stewardship

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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.

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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.

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3. Relax

Live your life knowing your assets are in good hands. Your wealth can work for you without getting nibbled away by hidden fees.

Call Now | 404-403-4030

My 5 Pillars of Success

What's different about working with Richard P. Hendry

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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
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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
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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
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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
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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.

Invest in America

Insights to Help You Become a Smarter Investor

Financial Report

Lessons Learned Over 25 Years as a Financial Advisor

Financial District

The True Cost of Owning Mutual Funds and Variable Annuities

New York City

Our "Invest in America" Equity Strategy

Be a good steward of your money

Call Now | 404-403-4030