<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=744595045652628&amp;ev=PageView&amp;noscript=1"> Who We Serve

Individuals & Families
Corporations
Individuals & Families
Corporations


Richard Brothers commits to putting our clients and their families first by providing personalized financial planning. We're more than just financial advisors, we're your neighbors, dedicated to investing in our community. Whether you are a busy executive, patriarch, or business owner, you need a team to assist you when it comes to effectively managing your finances. Learn about the individuals and situations we work with and how we can build financial security for you:
  • From estate planning, college saving, and investing for retirement, there are a lot of factors that go into your family's financial situation. Achieving long-term wealth management sucess requires a sustained effort and you may not be equipped to handle the time that goes into this effort. Our team provides comprehensive services in order to help families achieve a greater peace of mind. Clarify your big-picture family financial goals in order to acheive a comfortable retirement and develop a transition plan to ensure assets last from generation to generation.

    Patriarch/Matriarch Looking for Family Financial Guidance
  • We understand how difficult it can be to focus on your personal finances while simultaneously owning a successful business. Quite frankly, it's almost impossible! We are business owners ourselves. Our team is here to assess your financial situation, identify areas of improvement, and take quick action. From retirement planning, investment management, and family financial planning, Richard Brothers is equipped to handle your financial situation. Get time back in your day to focus on growing your business and know that you're finances are being taken care of. Let Richard Brothers secure your financial future!

    Business Owners Looking to Improve Financial Situation
  • Do you find that you have limited time to focus on personal finances due to your busy lifestyle? Do you understand how to optimize your benefits package for retirement savings? Let Richard Brothers solve your worries! Our team specializes in helping executives make sense of complicated benefits packages such as qualified stock options, restricted stock units, and deferred compensation packages. In order to optimize your available benefits, our team assesses each source of income and allocates your savings accordingly. Richard Brothers goes beyond a traditional retirement plan, by providing personalized financial maps.

    Corporate Executives with Limited Time to Manage Financial Affairs
  • Unsure how much you should be saving up for retirement? Not sure how to strategically invest and manage your assets? Talk to our team! Our investment management services are backed by 40+ years market experience. We perform a risk assessment questionnaire to make sure our recommendations align with client risk tolerance, time horizon, and investment objectives.
    Working Professional Needing Investment Advice
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Resources


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whitepaper
Stop worrying about your family's financial future and discover our wealth management strategies for long-term success.
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consultation
Take the first step in planning for your financial future by scheduling a free consultation with our team. 
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checklist
To secure your family's financial future, you need a smart strategy and plans to mitigate risk. Download our free checklist for tips on how you can achieve a prosperous financial future.


We find that benefits packages can cause corporations to struggle with employee turnover rate, workplace productivity, and high retirement plan fees. Our team works to mitigate this issue with our unique differentiator, personalized financial mapping. Aside from a traditional retirement plan, our team offers personalized financial planning for each employee enrolled in your retirement plan. This value-adder can decrease your costs while improving overall workplace satisfaction. Read how Richard Brothers is dedicated to helping your company become one of the top places to work:
  • Is your company struggling with employee turnover or the inability to attract top candidates? We are here to help you better understand how to help employees build financial security and the tax benefits that go along with it. Our trusted team assists companies in building a quality benefits package whether it's existing or from the ground up. We work with company leaders to identify areas for improvement and carefully weight the cost and benefit of implementing each change. Aside from our corporate and retirement plan benefits, we offer employees personal financial planning.
    Business Leader Looking to Retain Top Talent
  • We find human resource professionals struggling to maintain employee engagement and satisfaction. When it comes to managing the enrollment of your retirement plan, there's time spent addressing financial questions that you may not feel confident in answering. When you work with Richard Brothers, all financial questions are handled by our team. This frees up more of your time to focus on other important responsibilities. We are aware that companies with over 100 employees must undergo a yearly audit. During this time, we provide support and collaborate with the auditing firm to ensure timely follow through.
    Human Resource Professional Looking to Improve Employee Engagement
  • Do you find that your retirement plan expenses are too high or too complicated? Are you dissasatisfied with the overall level of service for the price? Find clarity by working with Richard Brothers to complete an independent plan analysis and better understand your expenses. Our team follows a rigorous investment monitoring process that will give participants access to top notch investments and give clarity to business leaders as to why investment decisions are made.
    Finance Executive Looking to Lower Retirement Plan Expenses

resources


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Assessment
Take our assessment to understand how your employee financial plan matches up to our standards. Learn how you can improve your score to drive company success and growth.
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consultation
Take the first step in optimizing your employee financial plans by scheduling a free consultation with our team. 
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whitepaper
Learn how to make retirement benefits your secret weapon for employee retention in our free ebook.