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About Us

Richon Planning, LLC. is an independent investment, insurance and financial services firm, headquartered in the Research Triangle Park and serving as a trusted resource to residents across North Carolina and beyond. We offer comprehensive planning, protection, and savings strategies, as well as investment planning and guidance for individuals and businesses. We focus on helping our clients define and achieve their financial goals and protect what is most important to them. We have built our business based on service, trust and integrity. Peter and Amber Richon, along with their team of professional, local advisors and trusted benefit consultants have the experience to help design, implement and administrate comprehensive personal wealth and retirement planning strategies, business solutions and employee protections.

We provide personalized investment and income strategies, as well as tax and estate evaluation for all sizes of portfolios and estates.

We help businesses protect their productivity, profits and personnel.

We help people protect and grow their savings, investments and lifestyle through planning strategies that are designed to replace doubt and uncertainty with knowledge and clarity. We maximize your financial progress by reducing unnecessary risks, fees and taxes so that you can retire with confidence.

Peter Richon, MRFC®
Dave Ramsey SmartVestor Pro®

Our Founder | Peter Richon, MRFC®

Peter Richon is a local Dave Ramsey SmartVestor Pro® in Fuquay Varina, selected by Dave Ramsey and the Ramsey Solutions organization to help with your retirement planning, college savings and taxes. Peter has helped planners throughout North Carolina prepare for retirement and obtain a level of protection for their retirement assets.
His insight and guidance has been heard on hundreds of radio stations across the country and featured in several retirement planning books. He has a straight forward approach to planning and strives to maintain the highest ethical standards.

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