Meet Rich Groff II

A third generation financial advisor and entrepreneur, Rich Groff II, Certified Financial Planner®, is the Founder and CEO of Family Legacy Planning LLC and LLC, investment management and financial planning firms. Rich has compiled a team with each client’s unique needs in mind in order to address individual plans, goals, and concerns. Rich and his team are held to a fiduciary standard, working with individuals, families, and organizations to help build, preserve, and transfer wealth in a way that is best for their one-of-kind situation.

Life and Career

Rich Groff II began his career in the financial industry while still in college, though his interest in money matters goes back even further. Since the tender age of eight, Rich has been investing and learned early that, “It’s not necessarily what you know but what you don’t know that can cost you even more.” He carries this wisdom with him to this day and has a steadfast mission to help each of his clients uncover the potentially harmful unknowns about their unique financial situation.

In 1991, Rich earned his Bachelor of Science in Business Administration and Finance from Central Michigan University, and in 1994, he studied to become a Certified Financial Planner® at the College for Financial Planning in Colorado. Rich was also one of the founding stockholders of The Planners Network, Inc., an organization seeking to enhance financial advisors’ expertise through on-going networking with other investment professionals across the country.

In his spare time, Rich enjoys boating, waterskiing, fishing, hunting with his bow, and staying fit, as well as keeping up with the Arizona Cardinals, Central Michigan Chippewas football teams, and the University of Montana Grizzlies sports teams where his children are attending.


Investment Advisor Representative

Life/Health/Disability Insurance License (1989)

Board-Certified, College for Financial Planning

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

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.

Learn More


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