Richard F. Grant Jr.  NSSA, ChFEBC


Richard loves serving as an Investment Adviser to individuals, families and business owners.  He guides his clients through a collaborative, customized wealth mapping process that begins with helping clients organize and align their capital with purpose.  Richard enjoys developing thoughtful plans for clients whether they are in the accumulation or distribution stage.  He strives to unlock and add value for his clients and their families by delivering a clear and transparent plan with clarity and confidence.  Richard serves as managing principal of the firm and is noted for his easy manner, as well as his knowledge and experience.  Richard attended the University of Maryland, where he studied accounting and finance. He obtained his life, health and disability insurance license in California in 1986. He continued to obtain licenses like the securities license series 6 (Investment Company products in 1998), series 63 (State Law in1997) and the series 65 (Investment Advisor Law 1997). Along with National Social Security Advisor (NSSA) and Chartered Federal Employee Benefits Consultant (ChFEBC). His leadership responsibilities have taken him to a variety of locations across the United States and the world which has allowed him to observe thousands of client situations in a variety of settings. Richard has taken his practice overseas to places like Japan and Germany, where he has established a large client base that consist of Military, Government  employee's, individuals and corporations. A lifetime of leadership, faithfulness and passion for business and his complete conviction for ethical principles all assist him in creating a strong financial services practice.

Richard is a United States Marine Corps Veteran. He served his country well with honor and pride.  Richard was honorably discharged from the United States Marine Corps and there after started his quest in the financial services industry. SEMPER FIDELIS (always faithful).