Rikesa was created to solve a common problem: finding a wealth advisor you can actually trust — without sitting through sales pitches or wondering whose interests come first.
We are not an advisory firm, and we do not manage your money. Our role is simple and independent: to help you connect with a fee-only wealth advisor who genuinely fits your financial life, goals, and decision style.
Every match is intentional. We take the time to understand your situation, then quietly do the work of identifying an advisor whose experience, philosophy, and approach align with you — not one who is simply available or aggressively marketed.
There are no commissions, no product sales, and no pressure to move forward. If a match makes sense, you proceed directly with the advisor. If it does not, you walk away with clarity.
Rikesa exists to help you start the right relationship — nothing more, nothing less.
Rikesa is for people who want thoughtful financial guidance, not aggressive sales conversations or rushed decisions.
We take time to understand your goals, concerns, and context before any advisor is introduced.
You get a clear picture of the advisor and their approach before deciding to move forward.
There is no obligation to engage. You stay in control at every step of the process.
Yes. You pay nothing to get matched with the right fee-only wealth advisor. Rikesa is not an advisor or employed by any advisory firm. We are independent and paid by the matched advisor, and only upon a successful match. After that, you pay only the advisor fees agreed upon between you and the advisor.
That way, our only incentive is to ensure you get the best match.
Rikesa uses a detailed assessment of your financial profile, goals, and situation to identify and connect you with a carefully vetted, fee-only wealth advisor who best meets your needs.
After you complete a brief questionnaire about your financial situation and goals, we schedule a brief call to go over your information and your matched advisor. In most cases, you will meet the potential advisor for a no-pressure, no-sales discussion to ensure good fit, and with your permission, will prepare a detailed and specific plan to demonstrate plans tailored to your needs. (Even if you decide to not engage the advisor, the plans alone are worth thousands of dollars.)
If you are happy with the match, then Rikesa will exit the process and you will continue to work directly with the advisor.
Yes. Your personal and financial information is handled with the strictest confidentiality and is never sold or shared without your explicit consent.
All advisors on Rikesa undergo a rigorous screening process, including background checks, credential verification, and an evaluation of their track record and ethical standards.
Fee-only advisors receive compensation solely from their clients, ensuring unbiased advice and alignment with your best interests—no commissions from selling certain financial products or hidden incentives.
