Advisors at this firm
Christopher R
CFP®, Series 63
Madison, WI
Enrich Financial Partners LLC
Christopher Rich is a CFP® with 31 years of industry experience and has been with EnRich Financial Partners LLC since 2003. He holds a Series 63 license and operates out of Madison, WI. In addition to his advisory role, he is an independent insurance agent for various insurance companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities by offering comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, managing client assets primarily through mutual funds, ETFs, and unaffiliated independent managers.
Elaine R
CFP®, Series 65
Madison, WI
Enrich Financial Partners LLC
Elaine Rich is a CFP® and holds a Series 65 license with 22 years of industry experience. She has been with Enrich Financial Partners LLC since 2003, where she is part of a four-advisor team based in Madison, WI. Enrich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities through comprehensive financial planning, portfolio management, retirement plan consulting, and financial coaching. The firm emphasizes fundamental analysis and long-term investment strategies, utilizing mutual funds, ETFs, and independent managers, while providing both discretionary and non-discretionary advisory services.
Neil D
CFP®
Madison, WI
Enrich Financial Partners LLC
Neil Dinndorf is a CFP® professional with 17 years of industry experience, currently serving at Enrich Financial Partners LLC since 2013. He is based in Madison, WI, and is part of a four-advisor team. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities with comprehensive financial planning, portfolio management, and retirement plan consulting. The firm emphasizes fundamental analysis and a long-term purchase approach, utilizing mutual funds, ETFs, and independent managers, while providing both discretionary and non-discretionary advisory services.
Trent T
CFP®, ChFC®, Series 66
Madison, WI
Enrich Financial Partners LLC
Trent Tredinnick is a CFP® and ChFC® with 11 years of industry experience. He currently works at EnRich Financial Partners LLC and previously held roles at CUNA Brokerage Services, Inc. and Cuna Mutual Group. In addition to his advisory work, he is an independent insurance agent for various companies. EnRich Financial Partners serves individuals, retirement plans, trusts, charitable organizations, and business entities with comprehensive financial planning and portfolio management, employing a fundamental, long-term investment approach primarily through mutual funds, ETFs, and independent managers.