Richard’s Approach
Richard H. Allison
CFP®, ChFEBC, EA, MBA
Financial Advisor
Overview
Richard “Rich” Allison serves as a financial advisor in Savant’s Manassas, Virginia, office, where he helps families and individuals navigate complex financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional, Rich is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is an Enrolled Agent (EA), licensed by the Department of the Treasury to represent clients before the Internal Revenue Service, and a Chartered Federal Employee Benefits Consultant (ChFEBC).
Rich’s background as a U.S. Air Force veteran and active reservist adds a unique perspective to his client-focused approach. While on active duty, he piloted UH-1N, MV-22, and CV-22 aircraft and served at bases across the country. Today, in the Air Force Reserves, he represents the Department of Defense at the FAA Air Traffic Control System Command Center.
Rich earned a bachelor’s degree in civil engineering from the University of Utah and a Master of Business Administration (MBA) from West Texas A&M. Outside the office, he enjoys spending time with his five children, reading, and exploring the outdoors.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- University of Utah
Bachelor of Science in Civil Engineering - West Texas A&M
Master of Business Administration (MBA)
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
- Chartered Federal Employee Benefits Consultant
- Enrolled Agent
Affiliations
- United States Air Force – veteran, active reservist
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.