Richard Roush

Chief Investment Officer & President
ABOUT

Rick leads the vision of our firm. He formed The Roush Group as a Registered Investment Advisor (RIA) to provide unbiased, unconflicted advice for business owners, their families, and their company retirement plans. In 2010, after 25 years of serving large national banks and broker dealers, Rick surrendered his book of business and set out to pursue his sense of purpose. He made a choice. And he chose to put his clients first. We honor a fiduciary standard to do only what is the absolute best for our clients at all times. Rick has earned the Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA) designations which signify specialized knowledge of the fiduciary duty and a commitment to promote a culture of fiduciary responsibility and professionalism. Rick embodies stewardship. He leads our clients to identifying personal and financial objectives and crafting financial plans that reflect these goals. He alleviates the stress and concern of writing the remaining chapters of your book of life. He worries, so you don’t have to. Through this peace of mind, our clients gain the freedom to travel, run their business, and ultimately, enjoy their success.

  • Websites
  • Company Website
    Visit Site
  • Education
    Mt. San Antonio College 1970-1971 United States Army from 1971-1974 Advanced education for industry at Wharton School, University of Pennsylvania Merrill Lynch training at Princeton University


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