Helping Individuals and Families Build Financial Confidence
Financial planning is about more than numbers. It is about creating a strategy that supports your goals, protects your family, and helps you move forward with confidence.
Bryan Richardson works with individuals, families, and business owners who want a thoughtful and disciplined approach to managing wealth. With more than 32 years of experience in financial services, Bryan provides guidance designed to help clients grow assets, manage risk, and plan for long term financial stability.
As the founder of Family Legacy Advisor Group and partner at AdvisorShare Wealth Management, Bryan provides fiduciary guidance to clients across the United States. His planning philosophy is rooted in education, trust, and a commitment to helping clients make informed financial decisions.
Bryan believes financial planning should align with the values that matter most in life. Whether planning for retirement, protecting assets, or creating a legacy for the next generation, every financial plan begins with understanding the person behind it.
- Plan for retirement income and long-term financial security
- Help protect wealth through thoughtful risk management
- Build tax efficient financial strategies
- Create long term investment and distribution plans
- Align financial decisions with personal values
One lesson Bryan learned early in life continues to guide his work today.
People do not care how much you know until they know how much you care.
This principle influences every relationship and every financial plan created at Indy Wealth Planning Group.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.