Our team approach brings together different backgrounds and decades of investment experience around each client’s financial life.
Rick founded Shrier Associates in 1986. The firm became registered as an investment adviser in 1994. He brings more than 45 years of financial services experience, including 22 years as an Investment Advisor Representative, to a personal, fee-conscious approach to helping individuals and families pursue their lifetime goals.
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Isaac has worked in financial services for fifteen years, including ten years as an Investment Advisor Representative, serving individuals, family investment offices and operating companies with a focus on clarity, transparency and financial education.
Bob began his financial services career in 1980 and joined Shrier Associates in 2002. He brings long experience in helping clients pursue their financial objectives.
Rick Shrier founded Shrier Associates LLC in 1986, guided by a philosophy that continues to define his practice: work with clients to make money together, not from them. The firm became registered as an investment adviser in 1994. His career in financial services began in 1980, and he became an Investment Advisor Representative in 2004. He brings more than 45 years of financial services experience, including 22 years as an Investment Advisor Representative, to every client relationship.
As an Investment Advisor Representative at Shrier Associates, Rick serves clients under a fiduciary standard, putting their interests first. He helps individuals and families preserve and grow assets, increase income, identify opportunities to reduce tax liability, and develop low-cost investment strategies aligned with their lifetime goals.
His approach is personal, deliberate, and built on trust. The focus is not simply reaching a financial milestone, but helping clients plan for money that can support them throughout their lives and leave a legacy beyond.
Rick holds an AB in Economics from Connecticut College. He earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from The American College in Bryn Mawr, Pennsylvania. He is also a Licensed Life Insurance Advisor.
Rick has served as President and Board Member of Congregation B’nai Shalom of Westborough, Massachusetts; as a member of the Investment Committee and Board of Trustees of the Union for Reform Judaism; and as a Trustee of the Reform Pension Board.
Rick is married to Oak (Yonok) and is the proud father of three children and grandfather of three, with one more grandchild on the way. He divides his time between Clinton, Massachusetts, and Asheville, North Carolina, maintaining a home and office in each location.
An avid pickleball player, Rick competes in local and national tournaments. He brings the same drive, discipline, and focus to his work as he does to the court.
If you are looking for an experienced, fee-conscious advisor who is genuinely invested in your success, Rick would welcome a conversation.
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