About Us

We see your whole picture. Here’s ours.

“Over the course of 25 years, we have found that life changes continue to alter financial goals. Our “whole picture” approach to financial guidance considers every detail influencing wealth preservation and growth with an emphasis on downside protection and risk management.”

– Randall and Neal Richard

Our clients are individuals & families who rely on us to assess the broader context of their complex financial lives — enabling them to make decisions that consider their “whole picture.” We’ve been fortunate to earn their trust and loyalty by shaping that picture in pursuit of clearly defined objectives.

We also leverage our holistic thinking to serve the needs of our corporate clients, helping to create retirement benefits offerings that entice and retain exceptional employees.

From the very beginning, Randall and Neal Richard have remained committed to the clients and family that comprise their whole picture. It’s that dedication to community that has allowed us to grow, to thrive, and to give back.

We invite you to learn more about who we are – and to understand how our experience, focus and integrity can help you to perfect your financial picture.

Our Team

RANDALL J. RICHARD

President

rrichard@richardbrothersfinancial.com
207-879-2352

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NEAL P. RICHARD

Principal & COO

nrichard@richardbrothersfinancial.com
207-879-2352

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ZACHARY T. LAUZON

Relationship Manager

Corporate Retirement Plans

zlauzon@richardbrothersfinancial.com
207-347-2411

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CODY B. BERKOWITZ

Relationship Manager

Family Wealth Planning

cberkowitz@richardbrothersfinancial.com
207-347-2407

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LAURA LINSCOTT, CFP®

Relationship Manager

Advanced Planning

llinscott@richardbrothersfinancial.com
207-347-2404

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JOHN KEIZER

Client Service Associate

Wealth Management

jkeizer@richardbrothersfinancial.com
207-347-2403

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Our Values

Formed and memorialized more than 25 years ago, our values have stood the test of time – guiding us to become both proven financial advisors and dedicated community members.

  • Passion Our financial advisors demonstrate pride in their work, complete assignments on time and exceed client expectations.
  • Integrity We behave ethically at all times, commit to education and prioritize risk management.
  • Lifetime Learning Our advisors commit to expanding knowledge, applying technology to improve results and keep up with a fast-changing business environment.
  • Lead by Example Demonstrate a positive attitude toward firm goals, take accountability for your actions and act as a role model to others.
  • A Balanced Life Commit to overall health in mind, body and soul while maintaining a balance of work, personal and free time.
  • Respect for Others Treat colleagues with respect and courtesy and manage feedback respectfully.

 

Our values shape everything we do for our clients — and our community

Our Community

As members of the community we serve, we recognize our responsibility to causes that serve those in need. As a business, we periodically re-evaluate our charitable giving, taking care to identify compelling need — and to maximize the impact of our contributions. Currently, we support:

In addition to our corporate support, members of the Richard Brothers team are active individual contributors to area not-for-profits, often taking active roles as volunteers and board members.