Trusted Guidance for a Secure Financial Future
Meet Richardson Group Wealth Protection
Founded in 1996, Richardson Group Wealth Protection has helped thousands of retirees and pre-retirees across Pennsylvania build financial confidence through safe and proven strategies. Philip Richardson, CFP®, MS, has spent nearly three decades helping clients reduce taxes, protect their income, and plan their legacy with clarity and purpose.
Richardson Group Wealth Protection was built on a simple idea: financial planning should be approachable, personal, and focused on what truly matters—helping seniors to simplify their retirement planning through safe, guaranteed strategies.
As a family-owned firm in Lancaster County, PA, our office feels more like a home than a corporate space. Philip’s two daughters, Jordyn and Halle, and his wife, Jeanne, are proud members of the team, helping us create a warm, inviting environment where every client feels welcome and cared for.
We serve Lancaster, York, and Dauphin counties.
Mission Statement - Our Approach is Different
Our team has worked with countless retirees just like you. Our goal is simple: make sure you get the retirement that you’ve earned. We specialize in helping individuals and families find clarity and confidence in their financial future, using safe, guaranteed annuity products and proven retirement strategies. As fiduciaries, we’re legally and ethically committed to always putting your best interests first. We help seniors and retirees protect their income, reduce taxes, and enjoy peace of mind — without market risk or hidden fees.
Focusing on Security & Peace of Mind:
We empower individuals and families with reliable, personalized financial strategies, including annuity solutions, to build enduring wealth, secure their retirement, and achieve lasting financial peace of mind.
Focusing on Education & Partnership:
We partner with clients to understand their unique financial journeys, providing clear education and objective advice to implement tailored plans, ensuring they feel confident and supported as they build a secure financial future.
Focusing on Generational Wealth & Legacy:
We serve as trusted stewards of our clients' financial legacies, creating and implementing robust, values-aligned plans that provide consistent income and generational security, helping transform dreams into tangible realities.