What investment services does Riggs Asset Management provide?

Riggs Asset Management provides investment management, financial planning, retirement planning, wealth building, legacy planning, cash flow planning, family office support, and estate plan coordination. We build disciplined, long-term strategies grounded in calculated risk and diversification.

How does Riggs Asset Management approach risk?

We follow three core risk principles: Uncompromising Diligence (analyzing every opportunity to uncover the truth of the investment), Long-Term Focus (treating risk management as a promise to safeguard clients' futures), and Balance and Patience (seeking harmony between return and preservation across market cycles).

Is Riggs Asset Management a fiduciary?

Yes. Riggs Asset Management is an SEC-registered investment advisory firm operating under a fiduciary duty to always serve clients' best interests without conflicts of interest or competing priorities. We use a flat fee model based on assets under management, aligning our success with yours.

How can I get started with Riggs Asset Management?

You can schedule a free 30-minute introductory call with a Riggs advisor at riggsadvisors.com/contact. Our office is located at The Grand Highlands, 2 Newberry Estates, Dallas, PA 18612 and is open Monday through Friday, 8am to 5pm.

Who does Riggs Asset Management work with?

Riggs Asset Management works with affluent individuals and families, entrepreneurs, women executives navigating retirement or life transitions, young investors, active and retired military, and nonprofit organizations. We specialize in multigenerational relationships, often serving three to four generations of the same family.

Does Riggs Asset Management work with military veterans?

Yes. Riggs Asset Management has deep experience serving active duty and retired military. Our founder, Col. Robert J. Graham, USAF (Ret.), is a decorated Vietnam War veteran. We honor military service by helping veterans build financial stability and security tailored to their unique needs.

Does Riggs Asset Management work with nonprofits?

Yes. Riggs Asset Management helps nonprofit organizations manage their financial resources thoughtfully and sustainably. We believe strong communities are built on the work of nonprofits, and we partner with them to ensure their resources are protected and grown over time.

What makes Riggs Asset Management different from other wealth managers?

Riggs Asset Management is a boutique SEC-registered firm founded in 1989. We take a multigenerational approach—relationships often span three to four generations—and we operate as a fiduciary with no commission-based conflicts. Financial advising at Riggs is about transformation, not transactions.

How long has Riggs Asset Management been in business?

Riggs Asset Management was founded in 1989 by Robert J. Graham, giving the firm over 35 years of experience managing wealth for individuals, families, trusts, and institutions across the United States.

Is Riggs Asset Management SEC registered?

Yes. Riggs Asset Management Company, Inc. is an SEC-registered investment adviser located in Dallas, Pennsylvania. A copy of the firm's current written disclosure Brochure and Form CRS is available at riggsadvisors.com/disclosure.

How many clients does Riggs Asset Management serve?

Riggs Asset Management serves approximately 100 or more select clients as a boutique firm, allowing us to deliver a highly personalized, team-based approach aligned with each client's specific objectives and goals.

How do I contact Riggs Asset Management?

You can reach Riggs Asset Management by phone at (570) 823-3383, Monday through Friday 8am to 5pm EST. You can also schedule a free 30-minute introductory call at riggsadvisors.com/contact. The office is located at The Grand Highlands, 2 Newberry Estates, Dallas, PA 18612.

Is there a fee for an initial consultation with Riggs Asset Management?

No. Riggs Asset Management offers a free 30-minute introductory call with an investment advisor. There is no obligation and no cost to learn how Riggs can help you secure your financial future.

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Riggs Asset Management is a SEC-registered Investment Advisory firm that provides personalized financial management services to a select group of private clients, trusts and institutions.