Portfolio | Pavion Wealth

Richard Byrne
CRD#: 291834 regulated by FINRA

Richard Byrne is a dedicated Retirement Planning Specialist with 12 years of experience guiding individuals and families toward financially secure and fulfilling retirements. With a calm, client-first approach, Richard helps people plan with confidence no matter where they are in their journey.
He specializes in creating tailored retirement strategies that align with each client’s goals, lifestyle, and long-term needs. From maximizing retirement account contributions and managing risk, to planning income streams and navigating Social Security and Medicare, Richard brings both knowledge and empathy to every conversation.
Over the past decade, Richard has earned a strong reputation for being thoughtful, trustworthy, and detail-oriented. He believes retirement planning is not just about numbers it’s about clarity, peace of mind, and the freedom to enjoy what matters most.

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Category:
Strategic Investment Analysis,Portfolio Management, Risk Mitigation, Real Estate Valuation

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Richard Byrne

Planning

Whether you’re just starting to plan or approaching retirement, Richard is here to help make your future feel less uncertain—and a lot more possible.

Personalized Retirement Income Planning 75%

401(k), IRA, and Pension Optimization 90%

Social Security Strategy 55%

Stock, Shares & Options Trading 100%

Long-Term Care & Risk Management 71%

Richard Byrne

Richard Byrne

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