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Neal Richards
Axiom Wealth Strategies

Tel: 541-728-1285
243 SW Scalehouse Loop
Ste 3B
Bend, OR 97702
Axiom Wealth Strategies | Financial Advisor in Bend ,OR


About Neal Richards

Neal began his career in 2007 working in Bend during the financial crisis and the great recession for Northwestern Mutual, a Life Insurance company. This experience helped refine his business as well as his personal financial planning. In 2012 Neal began working for Wells Fargo Advisors where he worked helping clients invest and plan. His experience at Wells Fargo Advisors amalgamized his investment philosophy as well as his conviction in the value of planning over product. In April of 2017, Neal joined Cascade Financial Strategies, an independent RIA, where his practice blossomed into what it is today.

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.


About Axiom Wealth Strategies

Neal Richards is the CEO and author of Axiom Wealth Strategies. He founded Axiom in the desire to help families build true wealth. He believes that there are lasting principles to wealth building that, if understood and embraced, yield fruit in this life and in the lives to come. He believes these principles of wisdom are where true wealth resides. He named the firm Axiom, which means self-evidently true, with the hope of pointing to this wisdom and reveal where true wealth is found.

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General Information

Firm Start Year:   1922
States Licensed in:   OR, ID, TX
Number of Years with Current Firm:   2
Work Experience:   Northwestern Mutual: 2007-2012

Wells Fargo Advisors: 2012-2017

Cascade Financial Strategies: 2017-2021

Axiom Wealth Strategies: 2021- Present
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Advisory Services Provided:   Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Portfolio Management

Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Options & Futures, Bonds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Via Phone, Via Email, Your Office, Our Office, Video Conference, Our Offices

Firm Information

Advisor's Number of Clients:   170
Advisor's Number of Managed Clients:   170
Advisor's Number of Planning Clients:   170
Assets Managed by Advisor:   $56,000,000

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets, Hourly, Flat Fee
Additional Details on Charges:   1.5% under 500k 1.25% between 500k and 1M 1% between 1M and 3M 0.75% above 3M

Disclaimer

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.

Compliance

Registered Investment Advisor:

Yes


Registered Representative:

Yes


Investment Advisor Representative:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Communities Served

Central Oregon Bend
Redmond Sisters
Prineville Madras
and LaPine
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