Richard Manske (BBA, CFP®)

Richard Manske focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Planning & Distribution Rules

Planning Specialties

Financial planning is best implemented as a process and not a product.  We combine under one fee structure asset management and financial planning.  We specialize in working with retirees and medical/dental professionals.  We custody client assets at Charles Schwab and Fidelity Investments. 

NAPFA Start Date

January 01, 2004


Other Offices

140B SW Broad St Southern Pines, NC 28387-5405 Phone: (910) 684-8054
227 W Trade St Ste 1840 Charlotte, NC 28202-1689 Phone: (704) 334-0894
6 Wall St Asheville, NC 28801 Phone: (828) 255-0271