Welcome to Rich & Company

Rich & Company delivers comprehensive executive benefit, business and investment planning.  Our team brings over 65 years experience advising individuals and companies on a local and national basis. Jeffrey Rich and his team utilize an broad  knowledge base and experience to develop customized plans empowering companies and individual clients to achieve their goals.


Our Mission

"To empower entrepreneurs and executives to preserve their life's work by helping them define their "why" and providing them  with the tools needed to realize their vision."

Our Values

Rich & Company strives to exceed our clients expectations.  This requires a deep understanding of their goals and objectives. Our long term relationships adds to our determination to utilize all our experience and knowledge to provide the highest level of satisfaction that they have come to trust and rely on.

Jeffrey W Rich, ChFC®, CLU®
Director of Business & Estate Planning

Rich & Company

If you live for it, we’ll help you plan for it.

See what our version of financial planning looks like.

Learn More

Good News for Our Clients

In 2018, we expect to again lead the industry in total dividends paid to our clients. Read more.

Northwestern Mutual’s Awards & Accolades

We win a lot of awards. Some things you’d expect. Others might surprise you. Take a look.


To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck