Whole Picture Planning

At Richard Brothers, we see your whole financial picture, and our planning considers the countless practicalities of living life today, while acknowledging the aspirations you have for tomorrow.

We help business owners plan, prepare, and execute successful succession and exit strategies that maximize business value, preserve legacy, and support long-term financial goals.

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Portrait of successful senior man in eyeglasses standing in his carpentry workshop. Proud carpentry workshop owner standing with his arms crossed.

Our approach to wealth management is to apply our values in every aspect of our relationship with each client. We develop a comprehensive understanding of where you and your family are today, and where you’re going.

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Unrecognizable senior man with his granddaughter planting a seedling on allotment. Man and a small girl gardening.

Markets fluctuate, investment opportunities change, and today’s best-informed portfolio recommendations may give way to new, more promising alternatives as time and circumstances change.rn

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Our employer-sponsored retirement programs help you to attract and retain the best employees

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OUR VALUES

“Our passion for excellence, integrity, leadership, balance, respect and commitment to lifetime learning enable us to see the whole picture of each client’s financial future. And our clients consistently see the results of those unwavering values.”

— Neal and Randall Richard

Passion
Integrity
Lifetime Learning
Lead by Example
A Balanced Life
Respect for Others
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Richard Brothers Financial Advisors
50 Donald B. Dean Drive, Suite 1
South Portland, Maine 04106

207 879 2352

As of 07/01/2026, Investment Advisory services are now offered by Savant Wealth Management.

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