Richard Owen

Richard Owen works with clients on holistic wealth management, retirement and financial planning, and portfolio management. He focuses on helping families organize their financial lives with strategies that consider both immediate needs and long-term goals.

Richard’s career includes roles as a Financial Advisor and Wealth Manager at Citigroup, Smith Barney, and Morgan Stanley, as well as experience as a nonprofit and arts consultant and administrator. This blend of financial and organizational leadership has shaped his thoughtful, well-rounded approach to client relationships.

He studied Philosophy and Government as a double major at Dartmouth College.

Outside of work, Richard is active as a professional orchestral conductor, organist, and pianist. He also enjoys skiing, sailing, swimming, and tennis. Richard values time with his wife and three children and finds purpose in his faith through both his personal and professional life.