Broker Check

Don Rich

don-rich

    Donald A. Rich CFP®, MS, MPAS SM

    Wealth Advisor

    Don Rich is the founder and wealth advisor at Cornerstone Wealth Management Partners, a comprehensive wealth planning and management firm. Don’s desire to better serve his clients created the drive for Don to seek out owning his own practice through the #1 broker dealer in the country, LPL Financial1.  Through LPL, Don is able to offer clients access to non-proprietary products. The backing from LPL has allowed Don to genuinely understand a client's unique goals and wishes and offer diverse products and services.

    Don applies over three decades of industry knowledge and expertise that focuses on continuously improving the clients' experiences. In his 35+ years in the financial planning industry, Don has helped to navigate his clients through many major market events, including the U.S recession, U.S fiscal cliff, the subprime credit crisis, major market declines, and various impactful world events. Additionally, Don’s CFP® designation coupled with two Master’s Degrees and extensive training carries Don to a different level of wealth management. Don's professional background along with life experiences of raising children and building personal retirement has given Don the understanding and appreciation for all stages of life. Don has a gift for explaining even the most complex concepts simply. It’s a skill he developed from several years of experience in education before making the transition to wealth management.

    Furthermore, Cornerstone Wealth Management Partners is able to offer clients a distinctly different wealth management experience. We proudly offer our Cornerstone Aggregation Portfolio System (CAPS) that enables our clients to clarify and prioritize their financial goals. Don works with clients in all geographic locations, giving him a variety of experiences in many forms of wealth management.

    Along with Don's background in wealth management, CWMP offers and array of services to our clients beyond what other advisors can offer. Connect with one of the industries talented advisors and give the office a call today to find out how Don can help to improve your financial journey.

    1 As reported in Financial Planning Magazine, June 1996-2018, based on total revenue.