Description

Shrier Associates LLC is an independent financial planning and wealth management firm serving clients from Clinton, Massachusetts; Richmond, Virginia; and Asheville, North Carolina. Founder and managing director Rick Shrier, CLU, ChFC, has more than 45 years of financial services experience, and the firm serves clients under a fiduciary standard as a registered investment advisor. Its three advisors bring financial planning, tax planning, portfolio management, retirement, risk management, estate, Social Security and education strategies, and guidance for business owners into one coordinated plan. Portfolio management follows a RiskFirst® approach that puts drawdown risk at the center of portfolio design.