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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Our Team

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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

Our industry recognition

Families & Individuals

Families & Individuals

06/08/2018
Addressing your priorities, from managing wealth to planning for retirement
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Business Owners

Business Owners

06/10/2018
Guidance designed to help build your business and personal wealth
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Retirees

Retirees

06/10/2018
Strategies for preserving your assets and providing monthly retirement income
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Sudden Wealth

Sudden Wealth

06/08/2018
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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