Richon Planning

Richon Planning is an independent, fiduciary financial, investment, and retirement planning firm in Fuquay-Varina, NC. We are dedicated to helping individuals and families achieve their financial goals through time-tested principles and innovative strategies.

Our goal-oriented approach follows time-tested principles blended with innovative strategies to bring about success for our clients. We guide you step by step, addressing the risks and concerns specific to retirement, and empowering you to make informed decisions.

At our firm, we believe that when clients are equipped with the appropriate educational resources and information, they can confidently make wise decisions regarding their financial planning and retirement.

Peter Richon is the firm’s founder, lead financial advisor and is a multifaceted professional – an author, radio show, and podcast host, recognized as a Dave Ramsey SmartVestor Pro. Beyond his career, Peter is a devoted husband and father. With more than 15 years of experience in guiding savers, investors, and proactive planners, he founded Richon Planning to offer expertise and guidance.