For nearly 20 years, Richard Brothers Financial Advisors has been committed to providing our clients with balanced, intelligent investment management and financial planning services. Today, that commitment remains stronger than ever.
Richard Brothers was founded in 1996. In the years since then, our financial professionals have successfully guided families through some of the most difficult financial market climates in history. We attribute that success to our experienced team, our personalized service and our disciplined, yet performance-driven investment strategy.
Our team of financial professionals has the experience and vision necessary to respond to the changing dynamics of financial markets. That experience starts with the firm's principals. Randall Richard, the firm's founder and President, has over 25 years of experience in the financial services industry. Neal Richard, principal and Chief Operating Officer, has over 20 years of experience.
Richard Brothers' personalized strategies extend to a wide range of financial services, so we can serve as a single source for all of your needs. We encourage you to see us as your trusted guide and partner, helping you achieve your financial goals.
When we started Richard Brothers over 20 years ago, we built it with our strong family values that we learned many years ago. We built a firm to serve the unique needs of each client and their family. Their needs and interests always kept clearly defined in their plan. I have seen so many people in my career who simple have not done enough to plan for the future so that their money will last a lifetime. I am passionate about helping people to achieve their goals and plans. Our company values support this effort; Passion for Excellence, Integrity, Life Long Learning, Lead by example, A balanced life and respect. I am fulfilled by the great impact we have made on people that mean so much to us. My goal is to continue to provide this support to our trusted clients for my lifetime and beyond.
By far the most enjoyable aspect of my job is being able to build and strengthen relationships with the wonderful families we have the pleasure of working with. They will join as clients and evolve into lasting relationships.
I love working at Richard Brothers because our entire team is truly committed to helping people reach their financial goals. So many of our clients have come to us worried about running out of money when they retire and unsure about what they needed to do now to have the retirement they want further down the road. It is so rewarding to see these clients achieving their goals and making progress toward the future they want for their family because of the work I am a part of.
The most rewarding part of my job – aside from working with a great team – is helping our clients achieve personal milestones. Whether that is putting their children through college, buying a second home or working toward debt reduction, at the end of the day it’s nice when you can go home and know you’ve really made a difference.