Institutional Financial Solutions
Personalized Financial Advice for Entrepreneurs & Executives
Riddick & Co Entrepreneurial Finance is today’s modern financial advisory firm designed by and specializing in entrepreneurial business owners and executives. We understand the complexities of growing and managing your wealth especially with your businesses being a large part of your assets. In today’s busy world it is very time consuming to have in person meetings so we capitalize on today’s digital technologies to have full virtual meetings and electronic access to all documents while still delivering the personal relationship you deserve with your financial advisor.
Specialty Services
We know each business owner’s situation is unique, our fiduciary level advice and recommendations are engineered to your specific financial situation. We take into account all angles to your financial picture including business structure and holdings, tax situations, family wealth planning, and more. We work closely with your other trusted advisors including your attorneys and accountants to make sure all of your top confidants are on the same page.
Typical Client Profile
Entrepreneurs who are building tomorrow or who have already created today.
We are extremely selective about the clients we work with. We only accept business owners and executives who make more than $250,000 annually, have a net worth of over $1,000,000, control a business retirement plan or plan on saving significant money towards building their financial dynasty. Complete our questionnaire to see if you fit into our practice.
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