Financial Guidance that fits your life

As you pursue your goals, you can see the wisdom in having a well-plotted course. You understand the importance of having experienced financial guides to help keep you on track and help you steer clear of approaching risks.

We have been guiding individuals and their families through every kind of financial environment for nearly 30 years. Count on us for a customized wealth management approach, shaped by a clear vision of who you are and all you aspire to achieve.

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Paris Wealth management

Pictured from left to right:
Jenna Story, Lori Rupe, Richard O. Paris II and Jennifer L. Bigler

Our mission is to serve, enthuse, and inspire, with joy, devotion and integrity, those seeking their financial freedom.

Why work with a CFP®

Our comprehensive services

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Addressing your priorities, from managing wealth to planning for retirement
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Guidance designed to help build your business and personal wealth
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Strategies for preserving your assets and providing monthly retirement income
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Thoughtful guidance for managing and investing an inheritance or other windfall
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While we are your navigators, we never lose sight of the fact that you are the captain of the ship. We work for you. We are honored to be a trusted advisor to our clients.
Richard O. Paris II, CFP®, ChFC®; Managing Director

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