Chad Richards, Partner – Rock Castle Wealth Advisors

Chad Richards, Partner - Rock Castle Wealth Advisors is a financial planner in Hendersonville, TN. The practice offers investments, access to insurance, and comprehensive financial planning, with individual retirement plans including traditional, Roth, and rollover IRAs, employer-sponsored business retirement plans, risk management services, and financial education programs. Chad Richards holds the AWMA and CMFC designations and works alongside wealth advisors Eric Berner, CDFA, and administrative associates Andrew Taylor and Dylan Richards, with Tammy Richards serving as client relationship manager. The team works with clients at every stage of life, whether they are building wealth, protecting a family, or preserving assets. The practice holds a rating of 5.00 based on 100 reviews.

Plans are built around each client's needs, wants, and long-term goals rather than a single template, and the team describes its approach as personalized service for every generation. Investment guidance is paced to the individual, with an emphasis on understanding investment fundamentals and prioritizing goals before committing to a strategy. Advisory programs include managed allocation portfolios and strategic portfolio allocation. Business owners can get help developing employer-sponsored retirement plans, and clients can start with a single need or an overall evaluation of their finances. Educational articles cover topics such as the impact of artificial intelligence tools on retirees running consulting or small business ventures, planning for national park travel in retirement, and evaluating alternative investments.

The office sits on Bluegrass Commons Blvd, a short walk from Gallatin Road and East Main Street. The Johnny Cash Museum is about 0.4 miles away, and Twitty City-Music Village USA is roughly half a mile from the office. Saundersville Road and Vietnam Veterans Boulevard are each about half a mile away.

The practice has built a strong local reputation reflected in consistently high customer ratings, and its track record rests on a large base of customer reviews. For Hendersonville residents planning for retirement, protecting their families, or preserving what they have built, that record of client satisfaction is the clearest measure of the practice.

Services:

• Estate Planning
• Insurance Services
• Investment Management
• Retirement Planning
• Tax Planning