About Richon Planning
Achieve your financial goals through our experienced, educational approach to planning.
What We Do
Helping Secure Your Financial and Future Goals
Richon Planning is an independent, fiduciary financial, investment, and retirement planning firm in Fuquay-Varina, NC. We are dedicated to helping individuals and families achieve their financial goals through time-tested principles and innovative strategies.
Our goal-oriented approach follows time-tested principles blended with innovative strategies to bring about success for our clients. We guide you step by step, addressing the risks and concerns specific to retirement, and empowering you to make informed decisions.
Who We Are
Empowering You to Make Confident Progress
Peter Richon is the firm’s founder, lead financial advisor and is a multifaceted professional – an author, radio show, and podcast host, recognized as a Dave Ramsey SmartVestor Pro. Beyond his career, Peter is a devoted husband and father. With more than 15 years of experience in guiding savers, investors, and proactive planners, he founded Richon Planning to offer expertise and guidance.
Start the Journey of Building Your Optimized Choice for Retirement
Now is the time to secure your retirement and experience peace of mind regarding your future.
Meet Your Team
Get to know the dedicated individuals behind your success.
Why Choose Us
- Comprehensive Planning
We offer a holistic approach to financial planning, encompassing protection, savings strategies, and investment guidance.
- Service, Trust, and Integrity
We have established our business on the pillars of exceptional service, unwavering trust, and uncompromising integrity.
- Personalized Strategies
We provide tailored portfolio, investment, and income strategies, along with thorough tax and estate evaluations, catering to the specific goals of our family of clients.
