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Center Stage Planning
Scripting Your Financial Success Through Every Act Of Life | Center Stage Planning is a boutique, fee-only fiduciary financial planning firm based in the...
Overview
Scripting Your Financial Success Through Every Act Of Life | Center Stage Planning is a boutique, fee-only fiduciary financial planning firm based in the Pocono Mountains of Pennsylvania serving clients nationwide. We provide comprehensive planning and investment management for individuals, couples, and families navigating retirement, investments, taxes, cash flow, insurance, estate coordination, inherited wealth, education funding, and major life transitions.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
New York
Corporate office
New York, NY, United States
Principals
Richard P. Richman
Founder and Principal
Sector focus
Frequently asked questions
Who runs investment decisions at Center Stage Planning?
Richard P. Richman, the founder of The Richman Group, serves as the principal investment decision-maker. He is supported by a compact internal team and leverages external advisors for specific asset classes. The office does not employ a large, named investment committee typical of an institutional allocator.
What investment stages or asset classes does Center Stage Planning typically target?
The office targets mature, durable assets across three primary categories: directly owned multifamily and commercial real estate, concentrated public-equity positions in businesses with wide competitive moats, and limited-partner commitments to middle-market private equity funds. The common thread is an indefinite holding period and a preference for tangible, cash-flowing assets.
Does Center Stage Planning participate in fund commitments or only direct deals?
Center Stage Planning uses both direct investments and fund commitments. Direct ownership is concentrated in real estate and public equities, while private equity exposure is primarily achieved through limited-partner commitments to external buyout funds and occasional co-investment rights.
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