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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
What’s with all the market volatility?
October 15th, 2014

Matt Curfman, our Senior Vice President of Investment Services, covers Richmond Brothers’ thoughts on what’s going on with all of the volatility in the market and how that affects our clients’ portfolios in this short clip. For closed captioning of this... (more)

Unhappy with Your 2013 Roth IRA Rollover? Hurry Before Oct. 15th!
October 7th, 2014

If you converted your IRA into a Roth IRA in 2013, now is the time to make a last chance review of it to make sure that it’s working for you.  If you find that you aren’t happy with what you are seeing on your statement, you may want to consider “undoing”... (more)

September 2014 Market & Economic Brief
September 18th, 2014

Matt Curfman covers Richmond Brothers’ thoughts on what’s going on with the market and economy and how that affects our clients’ portfolios. In addition, he addresses the question, “What happens if the market takes a dive?” in this short clip.... (more)

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  • Richmond Brothers Family Core Value: #6. Be Humble