Tax-aware wealth management for people whose finances are not simple.
Rich & Co. is an independent, fee-only investment adviser in Milton, Georgia, led by a CPA who spent seventeen years inside the IRS and the U.S. Treasury. We manage investments and plan around the tax code — because for most of our clients, taxes are the largest expense they will ever pay.
What we do
Private wealth & investments
Discretionary portfolio management built around your tax position, not a model sold to everyone. Fee-only; we are paid by you, never by a product.
Advisory & family office
Ongoing counsel for business owners and families: entity structure, compensation, exits, retirement, estate coordination with your attorney.
Tax
Preparation and planning through our affiliated CPA firm, Southern Business Consulting LLC, so the investment and tax work are done by the same hands.
Experience from the other side of the table.
- Certified Public Accountant
- IRS Revenue Agent, 2002–2011 — Abusive Tax Avoidance Transactions program
- U.S. Treasury Special Agent, 2011–2019
We know how tax positions are examined, because we examined them. Our planning is built to hold up.
Deliberately small.
We take on a limited number of new relationships each year so every client works directly with David.