Phone 704-846-7767
Comprehensive Financial Planning for Families
Certified Financial Planner™ (CFP™), Personal Financial Specialist (PFS) & Certified Public Accountant (CPA)
Investments
Insurance
Taxes
Meet The Team
Keith Richardson,
CPA, CFP™, PFS
LPL Investment Advisor Representative
Graduated from the University of South Carolina with his Bachelor of Science degree in Accounting. He has over 25 years of experience in the financial industry and enjoys saving people money through tax incentives and holistic planning.
Our Mission
Financial Planning is our business. Our professionals utilize tax strategies to enhance our clients’ financial positions in investments, insurance, and estate planning. The client's best interest is considered paramount in all of our recommendations.
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Professional Services
Whether your goals include college education funding, retirement planning, generating income through investing, or reducing taxes, at KRC Wealth Management, we’ve got you covered. We make it easy for you to make the right decisions by offering you access to a comprehensive array of investment products and wealth management strategies under one roof—one stop for all your financial needs.
We are committed to helping you pursue your goals – whatever they may be.
Stop in and speak with Keith Richardson today. You’ll be glad you did.
"If you fail to plan, you are planning to fail."
- Benjamin Franklin
Our Story
Keith Richardson Consulting, LLC
Since 2005, we’ve been providing professional consulting services to clients from all around the Charlotte area and beyond. From strategic planning to innovative solutions, our focus has always been built on efficient and results-driven relationships. We work with you to create a customized plan of action for yourself and/or your organization. Get in touch with us to learn more about our vision and consulting approaches.
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Contact Us
10700 Sikes Place, Suite 340, Charlotte, NC 28277
Phone 704-846-7767
Fax 704-847-2085