About Us — Overview
Richard Brothers, formerly Allegiance Financial Group, was founded in 1996 with a commitment to balanced, intelligent investment management coupled with client-focused service. That approach remains stronger than ever today.
Our team has the experience and vision to respond to the changing dynamics of financial markets.
Our investment strategy — above-average growth over the long term, with preservation of principal — is disciplined yet performance-driven.
We are your guide and partner in achieving your financial goals.
Richard Brother's personalized strategies extend to a wide range of financial services, so we can serve as a single source for all of your needs, including retirement and estate planning, trust services, tax planning, and business valuation.