A partner of Southbridge Advisors LLC, George Richerson serves as Director, Corporate Retirement Strategies.
Recently selected as a Dave Ramsey-endorsed SmartVestor™ Pro, George has the heart of a teacher. His client-first mentality shows his commitment to educating and empowering clients to help them achieve their long-term goals.
In addition, George provides corporate clients with expertise in plan sponsor fiduciary liability mitigation and creative plan design that maximizes overall contributions for business owners, executives and plan participants. Combined with his down-to-earth nature, his customized education programs drive increased plan participation and helps employees recognize that reaching one’s retirement goals is attainable.
His passion for assisting retirement plan sponsors maneuver the ever-changing fiduciary landscape led George to develop a proprietary Fiduciary Due Diligence File, a comprehensive tool that serves as a central repository for prudent processes and plan management. This due diligence file is used to catalogue plan materials such as the plan documents, investment policy statement and administrative reports, making it convenient for plan sponsors to organize and record important retirement plan documentation.
Thanks to his wife, Lisa, being a chef, George and his family are all self-described foodies. He enjoys traveling, playing golf, hunting and all things college football. George also immerses himself in biographies, novels, historical fiction and generally any literature related to the World War II era.
Designations/Licenses:
- Chartered Retirement Plans SpecialistSM
- FINRA Series 7 & 66 Securities Licenses
- Georgia Insurance Licenses - Health, Life & Variable Products