Tony Rich, MBA, MSFP, ChFC®, has been partnering with individuals, families, and business owners to help them plan their financial futures since 2013. He specializes in investment management, retirement planning, tax-efficient wealth strategies, and comprehensive financial planning. Tony works with a diverse range of clients, from those just beginning their financial journey to high-net-worth and ultra-high-net-worth families, providing personalized guidance designed to help them build, preserve, and transfer wealth with confidence.

 Tony holds a Master of Business Administration (MBA) from Washington University in St. Louis, a Master of Science in Personal Financial Planning (MSFP) from the University of Missouri, and the Chartered Financial Consultant® (ChFC®) designation. His education and experience allow him to help clients navigate complex financial decisions with clarity and purpose. He has also contributed to the financial planning profession through published work in the Journal of Financial Planning.

 Beyond his professional work, Tony is deeply committed to serving his community. He serves on the St. Joseph School Board and supports a variety of local organizations and initiatives. Tony and his wife, Elise, both serve in the Missouri Air National Guard while raising their five children. He has also contributed financial education and insights for service members and veterans through The Military Wallet.