Richard K. McLaughlin

Richard received his CERTIFIED FINANCIAL PLANNER™ designation from the College for Financial Planning in 1991. In addition, he holds the Series 65 license for Investment Advisors, Series 6 license for Securities, and the Life & Annuity Insurance license.

As an experienced and credentialed independent advisor, Richard provides a comprehensive approach to clients, assisting in navigating the complexities and integrations of; Retirement Income, Taxes, Investment Allocation, Risk Management, Education Funding, Estate Planning, & Trust Management.

He believes in the concept of aligning a client's personal values within their financial life plan, and positioning investment portfolios for high-confidence outcomes.

Richard serves as a volunteer crew member on Delaware's Tall Ship Kalmar Nyckel, is an avid sailor and active member of the Chesapeake Catboat Association. He lives in nearby Kennett Square, PA.