Richard Brothers delivers the sophisticated thinking you’d expect from a financial advisor, but we also offer a personal connection.
We’re not just financial advisors. We’re your neighbors, dedicated to investing in our community. From goal setting to investing insights, we’re proactive about your success.
Whether you’re trying to send your children through college, buy that perfect vacation house or advise other family members, we help you achieve your financial goals — and put your family first.
Dream Lifestyle Mapping
To achieve the retirement lifestyle of your dreams, you need a trusted financial partner and a plan tailored to your unique goals.
Using Your Dream Lifestyle Mapping Guide, we help you realize your vision through manageable goals and a financial investment plan. We monitor your plan and its results to ensure you are on track for your goals.We also provide a customized online portal for secure, 24/7 access to your plan details and progress toward your goals.
Family Financial Fingerprint
Richard Brothers knows every family has unique financial and life goals, and one-size-fits-all investment strategies can’t deliver your vision for the future.
Family Financial Fingerprint, our comprehensive consultation approach, helps clarify your family’s big-picture financial goals and assess your progress on an ongoing basis. Rather than the overly broad market reports you get from other firms, we provide financial advice tailored to your specific objectives.
We also try to help make it easier for you to secure your family’s financial success by offering financial planning at a lower, set fee for all family members.
We review the current investment portfolio for all family members and recommend ways to optimize performance. We offer bi-annual meetings to help ensure that your financial plan keeps up with new additions to your family, changing job circumstances and evolving market conditions.
We Are Your Financial Professionals
We don’t want worrying about your investments to keep you up at night. Our financial professionals not only take the time to learn all the details of your dreams, they create a plan designed to help get you there without sleepless nights.
For nearly 20 years, Richard Brothers Financial Advisors has proven its commitment to putting our clients and their families first. As one of our clients, you always have a dedicated team of financial professionals ready to answer your questions, optimize your financial strategy and regularly update you about any issues that need your attention.
We’re with you every step of the way, using personalized financial planning services and balanced, intelligent investment management that help you achieve your financial goals — and peace of mind.
Armed with financial expertise and rooted in your community, your financial professionals can help guide you down the path to the lifestyle of your dreams.