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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
Oil & The Economy: What is Richmond Brothers’ Thinking?
December 17th, 2014

  Senior Vice President, Matt Curfman, covers the low oil prices and what that means to the global economy and us as consumers in this short clip. He also discusses a plan of action for client’s portfolios. For closed captioning of this video, please... (more)

Four Things You Need to Remember About the 2015 Once-Per-Year Rollover Rule
December 4th, 2014

If you haven’t already heard, beginning January 1, 2015, a new rule takes effect regarding the once-per-year rollover. Although it may not be the biggest headline on your news apps or Facebook feeds, it definitely deserves a little bit of attention in order... (more)

Richmond Brothers’ Thoughts on Portfolios As the Year Comes to a Close
November 17th, 2014

Matt Curfman, Senior Vice President of Investment Services, covers Richmond Brothers’ thoughts as we head into the end of 2104 in this short clip. For closed captioning of this video, please make sure to click the CC in the lower right of the video screen. Does... (more)

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