Charlotte Financial Advisors

About Us

Foard & Riley - Financial Planners in Concord, NC.

 

 

 

Foard & Riley - Financial Planners in Concord, NC.

John H. Foard III graduated from Appalachian State University in Boone, NC. John has more than 10 years of experience working in the Financial Planning Field. John is now the Senior Partner for Foard & Riley Financial and a Registered Principal with LPL Financial. John enjoys his time away from work with his wife Nalisha, and two beautiful little girls, Emma and Ella. John and his family reside in Concord, NC.
“I truly feel independent, which allows me to give unbiased advice to every client that walks through my door.” – John Foard

 

P. Keith Riley graduated from East Carolina University in Greenville, NC. Keith honed his skills at the corporate level as well before joining forces with John to form the Foard & Riley Financial partnership. When Keith is not working he enjoys spending time with his wife Janna and their two wonderful children, Julia and Baron. Keith and his family reside in Concord, NC.
“We see our role as helping people make well–informed decisions about their investments and retirement plans, providing them with greater financial independence, and confidence.” -Keith Riley

 

About Foard & Riley Financial

Our mission is simple: to provide personalized investment advice that helps minimize our clients’ financial concerns and helps maximize their security. John, Keith, and their staff understand that every client has unique needs. Our role is to help you make educated, well-informed decisions about your investments – providing you with greater financial independence.

 

Community Involvement

We also believe in giving back to our community in the form of both time and money. This past year we have been a major contributor to a non-profit founded by The Foard Family called The Ella Foard Foundation for Rett Syndrome

Ella Foard Foundation

John also serves as an Ambassador for The Cabarrus Regional Chamber of Commerce, and as a Board Member for The Old Courthouse Theatre serving on the Finance Committee.

In addition to our foundation we support the United Way, Amped4ACure, and many more.

Financial Planners Concord

Securities, advisory and financial planning services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC

The LPL Financial Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: NC, SC, MA, FL

 

 

 

 

 

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