Welcome to Foard & Riley Financial

Foard & Riley Financial, is a Full-Service Financial Planning and Investment Management Firm located in North Carolina with offices in Concord, NC and Charlotte, NC. John and Keith are the Founders of Foard & Riley Financial, and are responsible for the investment policy of all Client Accounts. When you come to Foard & Riley Financial we listen, we educate, and we work with you to make sure you are in the proper positions and situations specific to your wants and needs.

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.

to see Our latest Award!

to see our latest article published in Cabarrus Business!

to see past articles in Cabarrus Business & Cabarrus Living!

to access LPL Account View.

Thank you for taking the time to visit our site.  Please take a few minutes to read more about us.