Richard McWhorter

Richard McWhorter, CFP®, CRPC, SRM Private Wealth, is a dynamic financial advisor known for his distinctive and unconventional approach, bringing an alternative and fresh perspective to wealth management, financial topics, economics, and more.

With over 30 years of wealth management expertise and having worked with some of the biggest companies in the finance industry, McWhorter combines traditional financial expertise with a creative, personalized approach. From finance lessons learned in the locker room, to the business that takes place backstage, he is a wealth advisor who thinks outside the box and believes in an edgy, innovative approach to finance.

Based in Beverly Hills and working with ultra-high-net-worth clients, McWhorter distinguishes himself not only through his financial expertise but also through his enthusiasm for the music, sporting, and entertainment industries and his commitment to philanthropy.

Throughout his career, he has bridged the gap between celebrities and several charitable causes. With personal and professional ties in the entertainment and music industries, McWhorter leverages his connections to create exclusive opportunities for his clients while supporting important causes and nonprofit organizations.

He can speak as an expert, credible source on several topics related to wealth management and finance -- especially those related to entertainment, music, sports and economics.

He has been recognized by Forbes, Financial Times, and Barron’s and quoted in numerous well-respected media outlets, including US News & World Report, Business Insider, GoBankingRates, and more. He is also a member of the Fast Company Executive Board.