Richard W. Paul & Associates, LLC Employee Directory
Financial ServicesMichigan, United States2-10 Employees
The firm is a financial services company based in Novi, Michigan, functioning as a registered investment adviser. It provides retirement planning and wealth management services, including advisory work for retirees, high-net-worth individuals, estate planning, and financial consultation. The investment program emphasizes Nobel Prize–winning economic theory with a broadly diversified asset allocation and an individualized wealth optimization strategy that balances return objectives with risk tolerance. Investment advisory services are offered through Richard W. Paul & Associates, LLC, while GF Investment Services, LLC handles securities; Midwest Financial Consultants, Inc. is identified as an insurance services firm and not an RIA. The organization has 2–10 employees and maintains a website at rwpaul.com. Public disclosures indicate the firm has invested in equities, including stakes in TJX Companies and Williams Companies, in 2023–2024.
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