Foard & Riley Financial

About Us

Foard & Riley - Financial Planners in Concord, NC.

 

 

 

Foard & Riley - Financial Planners in Concord, NC.

About John Foard & Keith Riley

For John and Keith, helping people make the most of their financial assets is rewarding work. They enjoy guiding their clients as they implement the investment strategies that help them meet their financial and life goals. As founders and owners of Foard & Riley Financial, John and Keith both take a comprehensive approach to wealth management.

John H. Foard III graduated from Appalachian State University in Boone, NC. John has nearly 10 years of experience working in the Financial Planning Field both at the corporate level with large firms and for the last five years owning and managing his own firm.  John is now the CEO & LPL Registered Principal for Foard & Riley Financial, and enjoys not having the conflict of interest that large corporate firms bring along with them. 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 the 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.  The training and skills learned at the corporate level have shaped Keith in the many ways he takes care of his clients by understanding how truly unbiased advice is the best way to serve the client. 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

With many years of experience in the financial services industry, both John and Keith, as Investment Advisory Representatives have demonstrated an ability to protect and help grow the hard-earned assets of their clients. Many of their clients have experienced major life changes including retirement, divorce, or the loss of a spouse. Retirees that have used John and Keith’s advice include government employees, teachers, physicians, retired military personnel, and business owners approaching retirement.

 

About Foard & Riley Financial

At 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.

  • Our investment strategies may help enhance your success by establishing a managed portfolio that helps optimize returns and potentially lower volatility.
  • Through LPL Financial we have access to many of the countries leading investment institutions. They execute the investment strategies dictated by your personal plan. These alliances allow Foard & Riley Financial to provide comprehensive advice with high levels of service.
  • Our clients are pre-retirees and retirees who are financially successful, experienced, and prudent investors.

While each of our clients is unique, they all have one thing in common. They want professional investment advice from experienced advisors. Our clients look at Foard & Riley Financial to help preserve their capital and potentially provide real growth in their portfolios after taxes and inflation. They have worked hard for their money and therefore they want to protect it. Foard & Riley Financial. helps guide them toward financial confidence in retirement. Before we begin developing your investment strategy, we take a good, hard look at where you are today. We assess your investment goals, available resources, desired rate of return, and risk tolerances. This research allows us to customize a plan to fit your specific needs. Then we develop a unique step-by-step plan – a blueprint that addresses your specific concerns. Once that blueprint is in place, we provide personalized investment advice.

Securities 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

 

 

 

 

 

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