Enrich Financial Partners LLC

Enrich Financial Partners LLC (CRD# 111234) is a financial advisory firm headquartered in Madison, WI. They manage $126,839,727 in 219 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $579,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX, WI

Financial Advisors at Enrich Financial Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Christopher D. Rich
CRD#: 2369596
6502 Grand Teton Plaza, Suite 201, Madison, WI 53719
103
Wealthminder
score

EnRich Financial Partners - Your Family CFO

 

The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous.

 

Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security.

 

Chris is the co-founder and a Wealth Advisor of EnRich.  Chris sits on the firm’s Investment Committee and also serves as the firm’s Chief Compliance Officer as well as a key driver of the firm’s vision.  He has been instrumental in helping EnRich grow to a full-service fiduciary based independent advisory firm serving more than 220 families. Chris began his career in the personal financial planning and investment management profession in 1993.  Chris specializes in holistic wealth management for independent professionals, business owners, physicians, and retirees.  He commits himself in helping clients achieve lasting success and true financial peace of mind.

 

Christopher Rich (CRD# 2369596) is a Fiduciary based Wealth Advisor at Enrich Financial Partners LLC in Madison, WI and has over 22 years of experience in the finance industry. Christopher Rich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
Elaine B. Rich
CRD#: 4449029
6425 Odana Road, Madison, WI 53719
96
Wealthminder
score

Elaine Rich (CRD# 4449029) is an Investment Advisor Representative working at Enrich Financial Partners LLC in Madison, WI and has over 16 years of experience in the finance industry. Elaine Rich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Neil R. Dinndorf
CRD#: 4811032
6502 Grand Teton Plaza, Suite 201, Madison, WI 53719
90
Wealthminder
score

Neil Dinndorf (CRD# 4811032) is an Investment Advisor Representative working at Enrich Financial Partners LLC in Madison, WI and has 1 year of experience in the finance industry. Neil Dinndorf has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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