Lord and Richards is an independent firm and fiduciary, dedicated to providing comprehensive financial services to individuals in or near retirement in the greater Denver, CO and Dallas, TX areas. Through our personalized Financial Independence Roadmap™, we provide strategies tailored to your unique needs, whether it's income planning, wealth management, or asset protection. We are passionate about guiding individuals and families through the complexities of retirement.



Our team approach to service ensures we can assist you with every aspect of your retirement. With an Enrolled Agent (EA) and an attorney available for our clients, we provide comprehensive support that goes beyond financial planning to address tax and estate planning considerations. By building close, trusted relationships, we aim to address your financial concerns and help you navigate life's transitions with clarity and confidence.



Discover how Lord and Richards can help you prepare for a fulfilling and secure retirement.
Visit our website to learn more.
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Investment Advisory services offered through Lord and Richards Wealth Management, LLC a Registered Investment Adviser

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