Lord and Richards

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Lord and Richards Specializing in Helping Individuals In or Near Retirement Achieve Financial Independence Lord and Richards, Inc.

Lord and Richards is a financial firm dedicated to helping its clients get to, and through, retirement successfully. We work tirelessly to help you become financially independent so you can fulfill your retirement goals and dreams. works with your friends and neighbors throughout the greater Denver area to help meet their financial goals by developing a personalized Financial Independence Roadmap™. We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them. Visit our website for more information about how we may be able to help you as you approach and begin retirement.

02/11/2026

The 60/40 portfolio was built for a different retirement era.
So why are so many retirees still relying on it?
There may be a better way to balance growth and protection as you approach retirement.
👉 See what your retirement strategy may be missing: https://lordandrichards.com

30/10/2026

👋Meet Mickale Gilbert, one of our
financial advisors here at Lord and Richards!

Your goals, your family, and your vision for retirement,
Mickale wants to get to know what matters to you.
Through personal guidance and financial education, he
helps our clients understand their options and plan
toward greater financial independence. Come meet
with him, share what matters to you, and explore how
to achieve retirement freedom today.

📅Contact our team to schedule a conversation!
(720)214-6801
lordandrichards.com

22/10/2026

Your financial advisor can be a great person and still not be the right advisor for you.
Loyalty and personal relationships matter, but they should not replace objective evaluation. Look at the planning process, fiduciary responsibility, strategy, communication, and whether the advice still fits what you need in retirement.
Your retirement deserves more than, “I’ve been with them forever.”

21/10/2026

You wouldn’t hire a brain surgeon for your knee.
So why hire a financial generalist for retirement?
Retirement brings together income, investments, taxes, healthcare, and legacy planning. Specialization matters.
👉 See what retirement-focused planning looks like: https://lordandrichards.com

07/10/2026

The 60/40 portfolio was built for a different retirement era.
So why are so many retirees still relying on it?
There may be a better way to balance growth and protection as you approach retirement.
👉 See what your retirement strategy may be missing: https://lordandrichards.com

25/09/2026

Stocks have risk.
But so does sitting in cash.
While cash may feel safer in the short term, inflation can quietly reduce its purchasing power over time.
The goal isn’t to eliminate risk. It’s to understand which risks you’re taking and why.
👉 See how to balance growth, protection, and liquidity: https://lordandrichards.com

15/09/2026

What if you could trade some upside potential for a layer of downside protection?
That’s the basic idea behind a buffered ETF.
These strategies are designed to absorb a portion of market losses in exchange for limiting some potential gains.
The tradeoff matters—and so does knowing when it may fit.
👉 Learn more about retirement risk-management strategies: https://lordandrichards.com

✨Wealth & Wisdom is more than a client event. It’s a chance to connect, learn, and experience something new together. Ge...
09/09/2026

✨Wealth & Wisdom is more than a client event. It’s a chance to connect, learn, and experience something new together.

Get to know the team behind your financial plan, hear timely insights on retirement, the economy, and the issues shaping your financial future, then enjoy a unique experience in a different part of the city.

Every event brings a new topic, a new setting, and a new reason to get together.
We hope to see you at the next one!

Not investment advice, for educational purposes only. Advisory services offered through Lord and Richards Wealth Management, LLC SEC-registered RIA.

Happy Labor Day! Our offices are closed today, Monday, September 7, in observance of Labor Day. We’re grateful for the h...
07/09/2026

Happy Labor Day!

Our offices are closed today, Monday, September 7, in observance of Labor Day. We’re grateful for the hard work and dedication of our team, and we’re glad to give them this time to rest, recharge, and enjoy the holiday with family and friends.

We’ll resume normal business hours tomorrow, Tuesday, September 8.

04/09/2026

Retirement planning often comes down to balancing three things:
💧 Liquidity
📈 Growth potential
🛡️ Protection
The challenge is deciding how much of your money needs to stay accessible, how much should pursue growth, and how much should have a defined level of protection.
👉 See how those pieces can work together in your retirement strategy: https://lordandrichards.com

Address

CO

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 12:00

Telephone

+17202146801

Website

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