Chad Richards, Partner – Rock Castle Wealth Advisors of Nashville

Chad Richards, Partner - Rock Castle Wealth Advisors of Nashville is a financial planner in Nashville, TN. The practice helps clients prepare for both immediate needs and long-term goals, offering retirement planning, insurance planning, estate planning, investments, and comprehensive financial planning. Richards holds the AWMA and CMFC designations and serves clients from the office at 100 Bluegrass Commons Blvd Suite 2100, with the firm carrying a 5.00 rating across 100 customer reviews.

The team at Rock Castle Wealth Advisors includes Eric Berner, a Wealth Advisor holding the CDFA designation, along with Andrew Taylor and Dylan Richards serving as Administrative Associates and Tammy Richards as Client Relationship Manager. The practice builds plans around individual circumstances rather than offering off-the-shelf products, working with clients whether they are investing to build wealth, protecting family, or preserving assets. Services span individual retirement plans including Traditional, Roth, and rollover IRAs, business retirement plans for employers who want to offer competitive benefits packages, advisory programs through Waddell & Reed's Managed Allocation Portfolios and Strategic Portfolio Allocation programs, and insurance solutions covering more than just accumulation and investment. The firm's approach extends across generations, with the team prepared to work alongside clients through every stage of life.

The office sits on Bluegrass Commons Blvd near Gallatin Road and East Main Street, about four tenths of a mile from the Johnny Cash Museum and roughly half a mile from Twitty City-Music Village USA. Vietnam Veterans Boulevard is within half a mile of the location.

The practice has earned its standing through consistently high customer ratings built on a substantial base of reviews from the Nashville area. Over a hundred clients have shared their experience with the firm, reflecting the kind of steady reputation that comes from sustained client work in financial planning.

Chad Richards brings his AWMA and CMFC credentials to a Nashville practice that pairs individual retirement, business retirement, advisory, and insurance services under one roof, serving a city where financial planning sits alongside a deep musical heritage just down the road.

Services:

• Estate Planning
• Insurance Services
• Investment Management
• Retirement Planning
• Tax Planning