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About
Richard Kolb is the Managing Partner at INSPIRION WEALTH ADVISORS, LLC in Libertyville, IL, where he leads the firm's strategic direction, oversees client portfolio management, and coordinates the delivery of comprehensive financial planning services. He advises high-net-worth individuals and families, with a specialized focus on retirement planning, tax-efficient investment strategies, and estate planning.
Kolb covers sectors including equities, fixed income, and alternative investments, tailoring asset allocation strategies to client objectives. His approach combines in-depth analysis of tax implications with diversification across major asset classes to optimize long-term outcomes.
Previously, Kolb served as Partner and Financial Advisor at Inspirion Wealth Advisors, building extensive experience in client relationship management and complex financial planning. He holds a Bachelor of Science in Accounting and Finance from Indiana University’s Kelley School of Business and is a CERTIFIED FINANCIAL PLANNER® professional, recognized for his contributions to fiduciary standards and client advocacy within the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| INSPIRION WEALTH ADVISORS, LLC | Managing Partner | Jan 2024 to Present | — |
| Inspirion Wealth Advisors, LLC | Financial Advisor | Jul 2018 to Present | — |
| INSPIRION WEALTH ADVISORS, LLC | Partner | Jan 2022 to Oct 2024 | — |
| Baxter International Inc. | Senior Manager (Investor Relations) | Mar 2018 to Aug 2018 | — |
| Baxter International Inc. | Manager (Investor Relations) | Aug 2016 to Feb 2018 | — |
| Baxalta | Senior Financial Analyst (Investor Relations) | Jul 2015 to Jul 2016 | — |
| Baxter International Inc. | Financial Analyst (Investor Relations) | Jun 2014 to Jun 2015 | — |
| Baxter Healthcare | Financial Analyst (Manufacturing) | Jul 2013 to Jul 2014 | — |
| Baxter Healthcare | Financial Analyst (Research and Development) | Dec 2012 to Jun 2013 | — |
| Baxter Healthcare | Financial Analyst (Global Operations) | May 2012 to Dec 2012 | — |
| Baxter Healthcare | Investor Relations | Jun 2011 to Aug 2011 | — |
| Price Waterhouse Coopers | PCS Assurance | Jan 2011 to Mar 2011 | Assurance intern in the Private Company Services group. |
| Baxter Healthcare | Financial Development Internship Program | May 2010 to Aug 2010 | — |
Education
Indiana University - Kelley School of Business
Bachelor of Science (B.S.), Accounting and Finance
2008 — 2012
Others at Inspirion Wealth Advisors, LLC (1)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Libertyville, IL , United States |
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