Welcome, Advisors
Life is a Journey: Enrich It.
Some journeys are long and adventuresome; others are brief and peaceful. And, on occasion, you may encounter dangerous risks. Our wish at Richard Brothers Financial Advisors is to partner with you during these journeys. We will offer our expertise to help you anticipate— and successfully negotiate— any risks/obstacles you might face, and also to celebrate the rewards with you. We believe this will enrich your journey to independence and, ultimately, your life!
Home is Where the Heart Is
We all know the adage, “Home is Where the Heart is.” And many of us continue to search for that elusive perfect home—whether it is within the comfort and safety of our family or it is within a professional environment surrounded by colleagues and peers whom we admire and respect.
At Richard Brothers Financial Advisors we were on that same quest, too. For many years. We set out on our journey—and it has been a long one—to discover the key ingredients we needed to enjoy our personal lives, as well as build successful professional lives. After accomplishing our goals of enriching our personal lives by developing a solid foundation, we realized that in order to enrich our professional lives as well, it was crucial to extend that principle foundation to our business in order to build our success upon it. We are very proud to say that we have succeeded, we are continuing to build on it and, most importantly, we are eager to offer our success model to you.
I am sure we all agree that after being on a journey, whether long or brief, risk-filled or fun-filled, the one thing we all look forward to is….coming home.
You Won’t Hear Lip Service From Us!
We constantly hear these phrases and terms. They are everywhere— “We want to sit on the same side of the table with you.” “Our services are value-added.” While these words conjure up trust and believability, over the years they have lost their impact because every firm uses them in their content, in their collateral, and as part of their mission statements. As a result, there is no differentiation among firms who “bang this buzz-word drum” and there appears to be nothing unique or innovative about their specific offerings.
What is meaningful, however, are these offerings:
- Unity of Purpose
- Valued and Respectful Relationships
- Open Communication at All Times
- Understanding that Business is First a Meeting of the Hearts, Then a Meeting of the Minds
- Appreciating and Executing the Highest Standards of Care
At Richard Brothers Financial Advisors these and other essential principles apply to our partners and to our clients.
A Journey of a Thousand Miles Begins With a Single Step
At times, it may have seemed as though you have walked for a lifetime, searching for the right home. The perfect environment in which to “hang your hat.” We know all too well the miles you have traveled. We have walked in your shoes! We have also walked through the process of investigating and choosing a broker-dealer; through compliance issues and product due diligence; across the somewhat rough terrain of transitioning to independence and dealing with client retention challenges. We have been through the many industry complexities and have dealt with them successfully.
As we encountered obstacles along the way, we analyzed them and determined the best plan of action. Eventually, we put all of the pieces together, and after more than 20 years of experience in the financial services industry, we created a business model and system that we believe is ideal for growing and maintaining a high quality practice. Building Richard Brothers Financial Advisors was the best decision we have ever made. We would be honored to have the opportunity to share our experiences with you, and hear the stories of your industry journeys, too. As a partner with us, Richard Brothers could be your next home!
Read Randall Richard's bio.
Read Neal Richard's bio.