Rich Collop

CFP®, CLU®, ChFC®

Founder/Sr. Wealth Advisor

Rich Collop is focused on one thing – delivering peace of mind. He partners with executives, physicians, business owners and retirees who desire a lifetime of fulfillment. Rich is a Retirement Geographer. By delivering a Roadmap to Retirement, he gives his clients the financial freedom to turn their weekdays into weekends.

Rich’s primary focus is to assist clients in establishing and achieving their total financial objectives by applying a high degree of technical competence to a careful analysis of personal goals. Rich has Bachelor’s and Master’s degrees from the University of Missouri and earned the CERTIFIED FINANCIAL PLANNER™ designation, showing his commitment to his profession. As an established wealth advisor with over 20 years in the financial services industry, Rich brings passion and the desire to serve his clients – something that is often lacking in working with an advisor.

Specialties include:
• Wealth planning
• Creation and growth of wealth
• Preservation, protection & distribution of wealth
• Tax reduction strategies
• Risk mitigation
• Estate planning

Rich’s technical expertise and approach to planning is anchored to his core values of respect, humility, and empathy. Rich’s genuine interest in his clients makes him stand out among his peers. He doesn’t believe in canned approaches to financial planning, and thus sees each client and their planning needs as a blank canvas. Rich takes the time to get to know his clients and to tailor solutions to fit their unique situation.

Rich embraces life wholeheartedly. He is an avid tennis player and golfer, having starred on the University of Missouri tennis team. Rich enjoys hiking and camping, loves to travel, and relaxing at his “second home” in Fort Morgan, Alabama. Rich has been married to his wife Emily for 25 years. They reside in Manchester, Missouri with their daughter Isabel (19) and son Michael (14).

Family portrait of rich collop