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Rick Shoff, AIF®, CM&AA®

Rick Shoff, AIF®, CM&AA®

Managing Director,
Advisor Group

  • Red Lion, PA
  • Killer Angels | Animal House
  • My grandfathers, Thomas Conway, and my mom.
  • Never, never, never give up.
  • Persistence, humility, and selflessness.

Advisor Group

Rick specializes in recruiting and acquisition initiatives and is based out of Doylestown, PA.

As managing director and member of the advisor group, Rick is responsible for the firm’s business development, advisor support, and advisor recruiting and acquisition initiatives. He also focuses on serving fiduciaries of endowments and foundations and is a member of our firm’s Executive Committee.

Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation and has worked in the industry since 1983.

When he is not in the office or with a client, Rick enjoys cycling.


  • Bachelor of Science degree in business administration from Lebanon Valley College

Industry Designations

  • Accredited Investment Fiduciary®
  • Certified Merger & Acquisition Advisor® (CM&AA®)

Awards & Recognition

  • 401(k)Wire 100 Most Influential People in the 401(k) Industry


  • Board President, The Conservatory, Doylestown, PA

News & Resources

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Contact Us

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Doylestown, PA

1980 South Easton Rd.
Suite 210
Doylestown, PA 18901
Phone 215.348.8811