Red Seven is a Registered Independent Advisor (RIA) operating in a fiduciary capacity, meaning we are bound to put you the client and your interests first. Featuring two CFPs with a combined 45 years of experience John Richardson and Jerod Fenton, our firm believes in utilizing our financial expertise to help our clients achieve financial independence in order to achieve what truly matters to them in life.

 For retirees and those nearing retirement, our comprehensive wealth management service consists of financial planning and if desired integrated investment management. Our clients have always come first at Red Seven, and we believe that putting our knowledge of financial planning, tax efficient planning, and putting the client first can make your retirement your "golden years."

We follow a best practices approach which involves organizing your financial affairs, developing a formalized written plan, implementing the agreed upon plan, and continually monitoring progress. As a smaller RIA, we have the ability to have incredibly close relationships with our clients that may often times last for decades. This intimate financial planning process gives you a more connected approach that multi billion dollar firms simply can not match.

In today’s market place, it is easy to become overwhelmed with the products and tools that are available. Now more than ever, retirees need a consultant, not a salesperson, to help them come to a fully informed decision. We implore you to reach out to our team at Red Seven to receive personalized financial service.

Red Seven Wealth Management

Org chart

Teams

Offices