Richard S. Wiedl, CFP®
Richard S. Wiedl, CFP®, is the Managing Partner of Legacy Advisory Services, LLC. Richard works with his clients to develop and implement appropriate wealth planning and tax efficient strategies to help achieve the client’s financial goals. He along with his two partners established Legacy Advisory Services to provide an environment for clients to obtain professional investment management with the personal touch that each client is the only client of the firm. Prior to forming Legacy Advisory Services, Richard was Director of Operations of a nationally registered Broker/Dealer and SEC registered investment advisory firm.
Richard is a CERTIFIED FINANCIAL PLANNER™ and has over 20 years experience in financial planning and investment management. He is a graduate of West Virginia University with a Bachelor of Science degree in Finance. Richard has extensive knowledge of the building and implementation of investment programs focused on reducing and eliminating excessive risk in clients’ portfolios. Through the management of risk, within each investment model, Richard is able to organize his clients’ accounts in a manner that best positions them to achieve their investment goals and objectives.
Richard lives in Pottstown with his wife and two children. He is active in the community with regular speaking engagements to promote education of various financial topics.