Our Story
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.
Meet The Team
Keith Richardson
CPA, CFP™, PFS
LPL Investment Advisor Representative
Keith 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 financial planning.
Joshua Williams
LPL Financial Advisor
Joshua works alongside individuals, families, and businesses to meet their personal needs. He strives to provide financial confidence and clarity by working closely with his clients to develop a holistic financial plan that will address their short and long-term goals; leaving behind a lasting legacy. Incorporating investment, tax, insurance, retirement, business, & estate planning; Joshua wishes to prepare clients with a plan that can address the various hardships of life.
He stays active in his community and serves on the board of a local nonprofit.
Carson Snell
Carson Snell is an intern at Keith Richardson Consulting. He currently is enrolled at the University of North Carolina at Charlotte, and he plans to graduate in 2025 with a Major in Accounting and Major in Finance with a Concentration in Finance & Accounting. In addition, he will also finish his education with a minor in Criminal justice. He is grateful to have the people here to help him learn on his transition into the professional world.
Parris
Parris is a Service Professional with LPL Finincial with over four years of experience. She works with a
team of admins with over 15 years of experience to will bring dedicated virtual support to clients.
"Keith does an exceptional job to make sure that his clients have the knowledge and tools that they need to make the most informed decision possible. Each clients plan is unique and well thought out and he takes the time to really listen to every care and address any concerns they might have."
Bethany R.
Our office falls under the scrutiny of a few regulatory bodies and must abide by a strict code of ethics. We are required by law to put the client’s needs before our own disclosing any conflicts of interest.
Code Of Ethics
Trust Statement
The core of our business is founded on trust that we can deliver and that our clients interest comes first.