Shrier Associates LLC is a financial advisory firm focused on helping clients pursue their investment and long-term financial goals. Its approach begins with understanding each client’s circumstances, objectives, and tolerance for risk, then developing strategies suited to their investor profile. The firm serves entrepreneurs and executives, peak-career professionals, pre-retirees and retirees, and high-net-worth individuals.

Its services include wealth management and portfolio construction, investment and risk management, retirement planning, estate strategies, and wealth-building guidance for professionals. Shrier Associates also provides resources on insurance, tax, money, and lifestyle topics, including educational materials, calculators, and a glossary. The firm describes its process in three steps: assessing financial documents and goals, presenting a tailored strategy, and implementing and adjusting the plan as circumstances change.

The team includes founder and managing director Richard M. Shrier, who has more than four decades of industry experience, as well as financial professionals with experience serving individuals, families, and businesses. Shrier Associates emphasizes long-term relationships, open communication, and helping clients make informed decisions for themselves and their families.