As the founder and CEO of a private boutique firm, Richard Dolan is a widely recognized face within the finance and wealth management industries. He’s a founding member of multiple businesses, has served thousands of clients, and has overseen the management of almost $10 billion in client assets. He’s a wealth merchant specializing in bringing financial life education, solutions and possibility to his clients with power, grace and ease. Though Richard’s main priority at the moment is his company, LEGACY. The firm specializes in the relationships individuals have with their money, using coaching, mentorship, and advisory services to help them achieve financial stability.
Richard’s success in his 30-year career was nothing more than a dream when he first got started in the industry as a 16-year-old doing cold calls for a firm all day. This instilled a strong work ethic within him, and for the next few years, Richard worked exceptionally hard to make a name for himself within the fast-paced industry.
Fast forward to now, and Richard has become the go-to financial leadership guy for a number of celebrities and big companies. One of his most high-profile clients is Juwan Howard, a member of the NBA team Miami Heat. The two met in 2011, and since then have worked together to create a private pension plan for NBA players, which focuses on real estate investments and pre-construction properties around North America.
Not only are Juwan and Richard business partners, but they’re also friends. Richard has been introduced to the world of professional sports, even getting to meet some of Juwan’s teammates, including LeBron James, Dwyane Wade, and Chris Bosh.
Richard has also helped several other celebrities with his strategic intelligence, some notable ones being Drake, Steve Aoki, Mike Tyson, Ice Cube, and Floyd Mayweather Jr. This has left Richard’s schedule constantly full, as many big names reach out to work with him and follow his advice.
The approach Richard uses is what he refers to as his “urban financial philosophy,” which represents a new wave of personal finance restoration, reinvention, and recalibration for individuals and their financial lives. He shares this not only with his clients but with those who come to the public speaking engagements he’s been doing for over a decade now.
Since 2006, Richard has toured with four US presidents, William Jefferson Clinton, George W, Bush, Barack Obama, and Donald J. Trump. Richard has also shared the stage with many celebrities, including Michelle Obama, Ellen Degeneres, Oprah Winfrey, Deepak Chopra, Robin Sharma, Dr. Paul Stoltz, and Sir Richard Branson, among others.
When he’s not speaking at seminars or working on his businesses, Richard can be found actively updating his followers on his Instagram, @Richie_Dolan. Whether it’s about current projects or life updates, he posts regularly. And for more information on his business, you can head over to his website, RichardDolan.com.
