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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
Matt’s Minutes: June 2015 – Biotechs & More
June 10th, 2015

Matt covers covers biotech stocks, client portfolio performance versus benchmarks, upcoming events and more in this four minute video. If you prefer to read the closed captions, please feel free to download them here.   The opinions expressed in this video... (more)

Concerned with Skyrocketing Health Care Costs? One Option You May Want to Consider
May 28th, 2015

There is no one-size-fits-all when it comes to long-term care planning, but whatever route you decide to take, it should be considered as part of your comprehensive retirement strategy. Of course, you can take your chances and self-fund, paying any incurred expenses... (more)

Matt’s Minutes: May 2015
May 13th, 2015

Matt covers Richmond Brothers’ plan of attack for 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 personal opinions, viewpoints... (more)

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  • Richmond Brothers Family Core Value: #1. Begin with Gratitude