About Riddick Entrepreneurial Finance

Riddick & Co Entrepreneurial Finance is founded by and designed for entrepreneurs and their business financial needs. We understand your dynamic lifestyle and the complex opportunities being an entrepreneur provides. Our financial advice is tailored to your specific situation and unique life goals. We believe the keys to creating a financial dynasty for generational wealth are: proactive and effective tax planning, wise investment decision making, and building multiple income streams. These principles hold true in building a successful business and to growing your personal financial empire.

We work in conjunction with your other top advisers including your CPAs, attorneys, and bankers to assess your whole situation to give you truly objective guidance and a plan of action. We know there is no “silver bullet” or “one size fits all” in financial planning, especially for entrepreneurs. Riddick Entrepreneurial Finance is an open architecture financial company that works with nearly all of the top investment management firms and A+ insurance providers. We always work on our client’s behalf on a fiduciary standard level of care to ensure our clients are receiving personalized financial advice and sound financial solutions.

Meet The Founder

Bil Riddick Headshot

Bill Riddick

Founder & President

SEC Investment Advisor Profile

William (Bill) Riddick was originally trained at Ameriprise Financial, one of the largest financial planning firms in the country. He took the best of what the large companies have to offer and combined it with the advantages of a boutique practice atmosphere for his clients at the firm.  In 2010, he set out to create his own firm specializing on Business Owners. He has a series 66 (investment adviser representative) and offers investment advisory services through Riddick & Co Entrepreneurial Finance, LLC. He is also a licensed insurance producer in the state of Florida for life, health and annuities.

Mr. Riddick is a second generation Floridian born in Boynton Beach and raised in Boca Raton, FL. His mother was born in the small seaside town of Lauderdale-by-the-Sea and his father moved to Pompano Beach, FL in the 60s where his family has multiple businesses. Bill now lives in Palm City, FL with his wife Melanie and three sons Winston, Theodore & Benjamin. He has always been a go getter, accomplishing anything he has set his mind to and leading many organizations. His leadership skills started to develop at a young age when he entered Boy Scouts at age 9 eventually becoming a Eagle Scout by the age of 16. His long list of accomplishments and leadership include:

  • Founder & President of Riddick & Co Entrepreneurial Finance
  • President & CEO of Riddick Family Enterprises, a business consulting company
  • Founder and Managing Partner of Youthful Life, LLC a nationally distributed health product company
  • Auctioneer at Saffer & Company Charity Benefit Auctions
  • Founder and Partner of Wealth Innovations a boutique wealth management firm (2012-2018)
  • Chairman of the Board for the Greater Pompano Beach, Margate, & Lighthouse Point Chamber of Commerce (2016-2017)
  • Board Member of the Greater Pompano Beach Chamber of Commerce (2011- 2018)
  • Past President of the Rotary Club of Boca Raton (2012-2013)
  • Chairman of the Boca Raton Rotary Fund 501c3 (2013-2014, 2019-2022)
  • Producer & Executive Director of Future Stars Performing Arts Competition (2012-Present)
  • Vice President (2011-2012) and Founding Member of BNI Diamond Chamber
  • Chairman of Pompano Beach Chamber’s Young Professional Group (2010 -2013)
  • Founding Partner of Flavana, LLC an e-liquid manufacture (2012-2016)
  • Financial Advisor with Ameriprise Financial (2008-2010)
  • Bachelors Degree in Business Management from The University of Florida (Fall 2007)
  • University of Florida Interscholastic Rugby Team (2004-2007) & Team Secretary (2006-2007)
  • Certified Advanced Scuba Diver (2007)
  • FHSAA Referee for Volleyball and Basketball (2003-2007)
  • West Boca Basketball Referee (1997-2004)
  • IT consultant & network manager Olympic Heights High School (2000-2004)
  • IT consultant & network manager Loggers Run Middle School (1998-2000)
  • Boy Scouts of America Eagle Scout (2002)
  • Order of the Arrow Aal-pa-tah Lodge 237 Brotherhood Member

Bill’s vision and mission is to Change Lives and Build Futures by making Southern Florida a wonderful place to work, live and play.

Any Questions?

We are compensated in the following ways: A flat financial planning or advisory fee, a fixed percentage of assets we manage, or directly from an insurance or annuity company. We disclose how we are being compensated upfront before you take any actions.

Any money you invest with us held in custody with either Assetmark Trust Company, Pershing, or TDAmeritrade. We never directly hold your money.

There are many areas of focus when working on your personal financial game plan. We help you address the following areas and more: cash flow, debt management, retirement planning, insurance risk analysis, tax strategies, estate planning.

Riddick & Co. is 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 a significant money towards building their financial dynasty. Complete our questionnaire to see if you fit into our practice.

We typically have regularly scheduled meetings with our clients 4-6 times the first year working together and 2-4 times per year ongoing. However, being a virtual advisor delivering concierge service we are able offer advice and guidance anytime and anywhere you may need. We are just a phone call away.

No. We are an open architecture financial advising firm. Although we have companies we prefer to do business, we are not tied to any one investment product or company. We find the best solutions to meet your needs and goals.

This is a common question, there is no one size fits all retirement plan. It all depends on what your goals and objectives are that you want to accomplish. I.E. how much you want to save per year, pre-tax or post tax dollars, number of employees, employee matching, tax consequences, and more. We help you find a fit for your needs. Please setup a meeting to see how we can help you analyze your situation.

All of your investments through us are held with top rated financial institutions and we only use well respected money manages. Although we cannot guarantee investment returns for market based investments, we take pride in keeping your hard earned money safe and secure.

Any stock market based investments have the possibility to loose money. We work with top rated investment management firms to minimize the risk of long term negative performance. For investors concerned with the risk of loosing money we also offer Banking (i.e. money market / CDs), Insurance, and Annuity based solutions that may offer some type of “guarantee.” Please reach out for additional information about your situation

Yes, we accept 401K, 457s, 403b’s, and all different type of retirement plan rollovers into your own IRA. If you are no longer employed by your retirement plan provider, we generally recommend doing a rollover. A rollover IRA provides you with more access, control, and investment options than most retirement plans.

Part of our financial planning process includes general investment guidance. We look at your entire financial portfolio to make sure that you are minimizing risk while trying to maximize returns.

No, we do not offer “stock picks” nor do we solicit our clients with them. We believe in building diversified portfolios across global assets classes preferably using ETFs and no-load mutual funds to accomplish our diversification strategies. We only offer individual stocks in our portfolios for accounts that have more than $1 Million under management with us.

Ready to Talk