Charitable Giving

Rich has a passion for helping others and goes to great lengths to educate his clients on the benefits of building charitable giving into their financial plan. Specializing in social gifting strategies, Rich helps his clients make an impact by planning gifts and donations into an estate and inheritance plans. Meet with Rich to discuss your charitable giving plan, and see how many lives your legacy can touch.

Tribute to Three Generations

Rich is a 3rd generation financial advisor. Rich’s grandfather, Richard L. Groff, worked primarily in the insurance side of planning whereas his father, Richard M. Groff, pioneered comprehensive financial planning after he too started in the insurance field after graduating from the University of Indiana. He retired after more than 45 years helping clients throughout the United States while being one of the first certified financial planners of his time. Rich can appreciate his heritage and has always strived to learn from it as well as make improvements for his generation of clients.

Richard L. Groff

Richard M. Groff

Richard (Rich) M. Groff II

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Client Commitments

Our firm only works with a maximum of 10 NEW clients Annually. All of these clients are offered a 30 minute complimentary strategy conversation (in-person OR via telephone meeting) and once it’s mutually agreed upon that we can add value in the relationship will approve an engagement agreement outlining the services provided. We work with clients throughout the USA and those usually have ONE or more of the following minimums:

• $2,000,000 Investments
• $750,000 Income
• $10,000,000 Net Worth (Including businesses and/or real estate values)

6/1/2020 Honored to receive the prestigious TOP OF THE TABLE awarded to an
elite group of less than 5% of all the financial advisors in the World.
With my assistant, Kathy Webber, whom I couldn't have done it without her
help!

Charitable Giving

Charitable Giving

Rich has a passion for helping others and goes to great lengths to educate his clients on the benefits of building charitable giving into their financial plan.

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Connect With Rich

  • Arizona Office
  • 23131 N. Lake Pleasant Pkwy.
    Peoria, AZ 85383
  • Phone: 623-399-6180
  • All Mail:
    24654 N. Lake Pleasant Pkwy #103-415
    Peoria, AZ 85383
  • Florida Offices
  • 5237 Summerlin Commons Blvd. Ste. #447
  • Fort Myers, FL 33907
  • .
  • 1415 Panther Lane Ste. #517
    Naples, FL 34109
    Phone: 239-544-3700
    (NOTE: Jupiter location coming soon!)
  • Montana Office
  • 50242 US Hwy. 93 Ste. #7
    Polson, MT 59860
    Phone: 406-221-3606