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December 2021 by Scott Peterson
We have been working with Richard for many years! He is very knowledgeable and since he is a fudiciary, he has your best interests in mind, unlike some other financial advisors out there. As an orthodontist, I trust Richard with all our financial needs to help us get to our financial goals as quickly as possible.
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December 2020 by Melanie Holden
Met with Richard about a general financial plan. He had our best interests in mind. He taught me more about basic finances in 1 hour, than I learned in a semester of financial literacy. He is great at teaching, very interesting to listen to, and easy to understand.
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December 2020 by Laura Chamberlain
A representative of TrueNorth Wealth has worked with me for years now on my finances. It’s been a slow process for me and he has been very patient in helping me step-by-step to improve my financial well-being.
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December 2020 by Joseph Chamberlain
Very helpful. The representative was very good at explaining things in my language, and I could tell that they really cared about my financial well being. Thank you!
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December 2019 by Taylor Ballam
Richard is more than a Financial Advisor. He cares about every aspect of your financial life, is a teacher, and helps you think with a bigger picture than any other financial advisor I've met or worked with. 10 stars. Two thumbs up.
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December 2019 by Jordan Ballam
I figured that I would always do my investing on my own, because I had been unable to find an advisor that really impressed me. More importantly I had failed to find an advisor that impressed my wife. However, TrueNorth Wealth and specifically Richard put both my wife and I at ease. The group is a licensed fiduciary, has a broad perspective on wealth building, and charges extremely low fees compared to industry. I'm happy to endorse their group. 5 stars.
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December 2018 by Rita Whiting
We met with Richard to see if we are on track for retirement and have been very pleased! He is open and welcoming and truly wants to help people. TrueNorth looks at everything and has offered sound advice for now and for the future. Definitely recommend!
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December 2018 by Jefferson Cline
I was not only helped, but taught by a representative from TrueNorth Wealth. It was very informative and I felt they were very honest and trustworthy.
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December 2017 by Chris Nethercott
Richard was great to work with. He helped me set up college savings accounts for my kids and explained all the little details to be sure I had full understanding. I would definitely recommend him for financial planning!