Neal Richards


Neal and his wife Lindsey, married since 2006, reside in Bend Oregon where he and his four kids (Lydia, Thomas, Hazel, and Miles) 20 chickens, 2 rabbits, 2 cats, 1 dog, a goose, 10 ducks, and a fish share life together. When he isn't working or at home he can be found running and biking the local trails and training for triathlons at the pool.
Who he is can be reflected in the people in his life he is most thankful for:
His wife and kids: I'm not sure where you end, and I begin.
His mom and dad, Janet and Thomas Richards: I am eternally grateful for you both.
Working associate, John Aspell: I owe you my career& thanks for taking a chance on me.
Authors Rene Girard, RC Sproul, Dave Ramsey, Nick Murray, Michael Kitces: These people have given me the lens through which I see the world.
5426580
313124
OR, ID, TX
Central Oregon, Bend, Redmond, Sisters, Prineville, Madras, and LaPine
15
2
Northwestern Mutual: 2007-2012
Wells Fargo Advisors: 2012-2017
Cascade Financial Strategies: 2017-2021
Axiom Wealth Strategies: 2021- Present
Individual Investors, Non-Profit Organizations, Businesses
Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses
Yes
Yes
Yes
Yes
I have a clean record
I have a clean record
Series 66, Series 6, Series 7, Series 63
Stocks, Bonds, Options & Futures, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Email, Phone, Our Office, Our Offices, Your Office, Video Conference
Fee-Only
$50,000
Based on Assets, Hourly, Flat Fee
1.5% under 500k 1.25% between 500k and 1M 1% between 1M and 3M 0.75% above 3M
170
170
170
$82,000,000
Yes
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
Please see ADV documents provided by Axiom Wealth Strategies for full disclosure to the breadth of services provided and the method of delivery. If they have not been provided the ADV documents please call (541) 389-7777 option 3 and they will be given.
