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WHO WE ARE

     Keith Lichtman

Richard frankowski

 Keith Lichtman

Richard frankowski

Our founders, Keith Lichtman and Richard Frankowski, have over 30 years of collective experience in securities, fiduciary, and insurance law and litigation. In addition to serving as a wealth advisor, Keith is also a fourth-generation member of a family business, and a mediator. Richard represents individuals and families against financial advisors, broker-dealers, and others who have mistreated them. He is also a best-selling author of The Practitioner’s Guide to Securities Arbitration.

           Rick Ferri, CFA

       Rick Ferri, CFA

Rick Ferri, CFA, serves as Maycomb Wealth Advisors’ Outsourced Chief Investment Officer (OCIO)*. He provides various services, including assisting with developing firm-wide investment strategies. Rick started his investment career in 1989 as a stockbroker at a large Wall Street firm. In 1999, he left the brokerage industry and founded an advisory firm that focused solely on low-cost investment principles. At its peak, the firm employed 20 people and managed over $1.5 billion in assets.

He is the author of multiple investment books and hundreds of articles on investing. He has been published in Forbes, The Wall Street Journal, among other publications. Rick holds a CFA Charter from the CFA Institute, a Bachelor of Science in Business Administration from the University of Rhode Island, and a Master of Science from Walsh College. He also served 21 years in the United States Marine Corps, both on active duty and the reserves, as a fighter pilot. 

First Ascent Asset Management serves as our Independent Outside Investment Committee and provides important back office support.  The Independent Outside Investment Committee includes several Chartered Financial Analysts, a PhD, and a Certified Financial Planner.  Back office support comes from a talented team of financial industry veterans who share our commitment to a fiduciary standard of care. To learn more about why we partnered with First Ascent, we invite you to view this video from its CEO, Scott MacKillop:

While our portfolios are built using mutual funds and exchange-traded funds from more than one provider, we have an important strategic partner in Dimensional Fund Advisors. Its funds are only available through a select group of advisors that Dimensional screens and approves. The following video provides additional background on Dimensional and its pioneering approach to portfolio construction:

Please Contact Us For A Complimentary Portfolio Review

LAKE TAHOE

880 Northwood Blvd. Suite S Incline Village, NV 89451

Richard Frankowski

direct dial: (775) 298-6136 richard@maycombwealth.com

 

7 + 8 =

BUCKHEAD

3455 Peachtree Rd. NE Suite 500 Atlanta, GA 30326

Keith Lichtman

direct dial: (470) 645-2133 keith@maycombwealth.com

Please Contact Us For A Complimentary Portfolio Review

LAKE TAHOE

880 Northwood Blvd. Suite S Incline Village, NV 89451

Richard Frankowski

direct dial: (775) 298-6136 richard@maycombwealth.com

 

BUCKHEAD

3455 Peachtree Rd. NE Suite 500 Atlanta, GA 30326

Keith Lichtman

direct dial: (470) 645-2133 keith@maycombwealth.com

13 + 10 =

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