I have had the honor and privilege to work in the financial services industry for over 20 years. My goal has always been to assist my clients in helping them reach and achieve their financial goals and dreams. I see myself as a partner and a trusted advisor, much the same as my clients attorney, accountant, physician or dentist.
I want my clients to be well educated about the various products and solutions that are available to them. My goal is also to simplify the solution to my clients planning needs. My goal is to also focus on your needs, make the best use of your time, and help you implement a plan that makes the most sense for your personal or business circumstances.
I own my business. I am an Independent Financial Advisor. I am not an employee of any financial firm. I do not have any proprietary relationships with any financial product that I might offer as a solution for my clients planning needs. I contract independently with Raymond James Financial Services, Inc.® For more information on the advantages of working with a Raymond James and a Financial Advisor visit Getting Started
I can work with my clients on any financial basis that they feel comfortable working, whether that be an hourly fee, fee-based retainer, or commission.
Phone: 303-394-2332
Toll Free: 866-394-2332
Email: Richard Lerner
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