Samuel Richmond, M.S., CFP®

Samuel Richmond, M.S., CFP®

President

Meet Samuel Richmond, CFP®: Your Financial Navigator

Embark on a financial journey with a seasoned guide who goes beyond the ordinary. As a CFP® professional, I'm not just about numbers; I'm about understanding what truly matters to you. My mission? To elevate your financial well-being by aligning strategies with your dreams.

Crafting Financial Success with a Personal Touch: Navigating the intricate landscape of finance requires a blend of expertise and empathy. I delve into your aspirations, employing a meticulous process to tailor strategies that propel you toward your goals. Engaging with you in a fiduciary capacity, I prioritize your needs and interests above all.

Holistic Financial Health for Business Owners and Families: In a world filled with challenges, my practice focuses on bringing peace of mind to business owners and families. Offering a holistic financial planning approach, I help you maintain overall financial health and pursue diverse goals. Whether it's a comprehensive plan or a specific need, my services evolve with your priorities, including continuous review and monitoring.

Partnering for Generational Impact:For over a decade, I've embraced investment personalities with confidence and insight. As a part of your executive team, I collaborate with CPAs and attorneys to harmonize your entire financial picture, ensuring a positive impact on generations to come.

Beyond Finance: Notable Accomplishments: While my professional journey is marked by achievements, my heart finds joy in the 17-year marriage to my beautiful wife, Melanie, and the blessing of our wonderful boys, Samuel and Isaiah. Beyond numbers, we explore the great outdoors, revel in the arts, theater, and music, and find solace in worship experiences that enrich our lives.

Making a Difference: Community Involvement: Community is a cornerstone of my values. From serving on the Boards at Georgia Gwinnett College and Good Samaritans Health Centers of Gwinnett to my appointment to the SPLOST Citizens Project Selection Committee, I'm committed to making a positive impact. My involvement extends to non-profit organizations like Gwinnett Chatt Outreach, Preface, The Urban League, Big Brothers Big Sisters, and Operation Hope. A proud member of Rotary International, I believe in giving back.

Committed to Lifelong Learning: Education is not a milestone but a continuous journey. With a Bachelor’s in Organizational Management from Covenant College, a Master’s in Personal Financial Planning from Kansas State University, and earning my CFP® designation in 2015, I am dedicated to ongoing learning. Training, workshops, and a thirst for knowledge drive my commitment to staying at the forefront of financial expertise.

Ready to craft a financial narrative that aligns with your dreams? Let's start the conversation. Email me at samuel.richmond@nvestfit.com or call my office at 770-648-2348. Together, we'll sculpt a roadmap to financial success tailored uniquely for you.