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The possibilities are limitless. At Richmond Brothers, Inc., we will help you achieve the financial independence you need during retirement to focus on what is meaningful to you.

Since 1994, Richmond Brothers has provided personal and proactive investment guidance to its family of clients. With a focus on retirement fund allocation, Richmond Brothers has been a trusted partner for hundreds of local people, including business owners, top executives, physicians, retirees and charitable foundations.

We invite you to discover more. Not only will you find information about financial wellness, but you will also acquire helpful tools, such as tips for your emotional and physical well being in this stage of life entitled retirement. Welcome and thank you for visiting!

Updates, News & Tips
Help for the RMD Confused!
March 27th, 2015

We know that the rules around Required Minimum Distributions (RMDs) can be tricky and the penalties for failing to take the correct distribution can be severe. (Let’s face it, all of this IRA stuff can be complicated – that’s why Dave and Matt... (more)

Shift in Allocation
March 5th, 2015

Matt covers Richmond Brothers’ thoughts on what changes will be made to clients’ portfolios, given the current and projected environment, in this short clip. Need to see the transcript to process the information better? Download it here.   The... (more)

Changes in Clients’ Portfolios: Matt’s Minutes
March 5th, 2015

Matt covers Richmond Brothers’ continued thoughts on changes being made to clients’ portfolios in this short clip. If you prefer to read the closed captions, please feel free to download them here.   The commentary in this video reflects the... (more)

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  • Richmond Brothers Family Core Value: #9. Innovate: Embrace & Drive Change