Richard M. Shrier CLU, ChFC
Rick Shrier is a respected financial advisor with over four decades of experience in the industry. As the founder and principal of Shrier Associates LLC, Rick's philosophy is to work with his clients to make money together, rather than from his clients. He has earned the loyalty and respect of his clients by helping them achieve their financial goals and ensuring that their money lasts their lifetime or beyond.
Rick's career began in 1980 in the financial services industry. Since then, he has become a Registered Investment Advisor (RIA) and is committed to the fiduciary responsibility of putting his clients' needs ahead of the firm's.
He specializes in helping individuals and families preserve and grow their assets, increase income, and reduce tax liability. Rick has a passion for building low-cost investment strategies that have a high probability of meeting his client's lifetime goals and aspirations.
In addition to his professional expertise, Rick is an active member of his community. He has served as a President and Board Member of Congregation B’nai Shalom of Westborough, MA, has been a member of the Investment Committee and Board of Trustees of the Union for Reform Judaism and Trustee of the Reform Pension Board.
Rick holds an AB in Economics from Connecticut College, and he has earned both the Chartered Life Underwriter and Chartered Financial Consultant designations from The American College in Bryn Mawr, PA. He is also a Licensed Life Insurance Advisor.
With his experience, expertise, and commitment to his clients' success, Rick Shrier is an outstanding choice for anyone seeking personalized financial advice and guidance.
In addition to his professional accomplishments and community involvement, Rick Shrier is also a devoted family man and active participant in pickleball, his favorite sport. He is married to Yonok “Oak” Shrier, and has three children and three grandchildren. Rick splits his time between Clinton, MA, and Asheville, NC, where he enjoys spending time with his wife Oak.
Rick is an avid pickleball player and can often be found playing in local and national tournaments. As a competitive athlete, he brings the same drive, dedication, and discipline to his work as a financial advisor, always striving to be the best and achieve the most for his clients.
Whether he's on the court or in the boardroom, Rick Shrier is a proven winner, and his clients can count on him to provide the same level of commitment, focus, and excellence that he brings to every aspect of his life.