Brad Richard

Brad RichardCPFA™Certified Plan Fiduciary AdvisorFounder, Principal

(585) 540-3204

Brad Richard

Brad Richard is a husband, father, former professional hockey player, and co-founder of Achieve Wealth Partners.

A graduate of Hobart and William Smith Colleges, Brad was inducted into the Hobart Athletics Hall of Fame in 2026 in recognition of his successful hockey career. One of the highlights of that career was winning the Kelly Cup in 2014 with the Alaska Aces. The discipline, teamwork, and strong work ethic he developed through the sport continue to shape both his personal and professional life.

Brad lives in Dartmouth, MA with his wife, Alyse, and their two children, Ryleigh and Hudson. Outside the office, he enjoys spending time with his family, golfing, playing hockey, and cheering on his children in their latest activities and adventures.

At the core of Brad’s philosophy is the belief that financial success is most meaningful when it creates opportunities, experiences, and security for the people who matter most.

CPFA™ and/or Certified Plan Fiduciary Advisor™ certification is issued by the National Association of Plan Advisors to represent completion of a credential program involving fiduciary responsibility, regulatory compliance, and best practices in retirement plan management. For advisor registration information, please visit advisorinfo.sec.gov.

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