Welcome to Foard & Riley Financial

Foard & Riley Financial, Inc. is a Full-Service Financial Planning and Investments Firm located in North Carolina with offices in Concord, NC and Greensboro, NC.  John H. Foard III and P. Keith Riley are the Founders of Foard & Riley Financial, and are responsible for the oversight of all Client Accounts.  When you come to Foard & Riley Financial we don’t expect you to submit to our will and our way of doing things.  We listen, we educate, and we work with our clients to make sure they are in the proper investments and situations specific to their wants and needs.

- Do you ever wonder if you are making the right financial decisions?
- Are your accounts taking too much or too little risk with your investments?
- Are you happy with your income and investment performance?
- Do you have enough money to last the rest of your life?
- Are you paying more than necessary in taxes?
- Are your accounts set up in the most advantageous manner for your     beneficiaries?
- What type of Trusts, Wills or other Estate planning documents do you need?

This website is NOT intended to give financial, legal, or tax advice, but is instead intended to be a guide for individuals and businesses to use in order to make informed decisions with regard to their financial well-being.

There are many differences in advice given by financial advisors today, and many people don’t understand the perils of getting advice that is not suited to them.  One or two bad financial decisions can jeopardize your lifestyle and financial legacy.  That is why many people hire us to develop a Custom, Comprehensive Financial Plan and manage their investments.  It is very easy to get confused by unscrupulous advisors if you are not careful.  We will do our best to provide clarity on the different services that are available, what to watch out for, and which services make sense for what you are trying to accomplish.