2020 CMS Forerunners Scholarship Recipient Awarded

Posted on September 16, 2020

In line with our core value of Pursuing Growth and Continuous Learning, Richmond Brothers is happy to announce that this year's Forerunners scholarship recipient was recently awarded. As you may recall, the Forerunners is an association of retirees from CMS affiliated companies. 

Brenden Cahill received a $1000 scholarship through his grandfather's affiliation with the Forerunners. Brenden has a large roster of studies on his plate including diesel technology, business, and nutrition. This scholarship provides Richmond Brothers with a wonderful opportunity to support our core values while also allowing a way...

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Richmond Brothers Honored in Investor.com’s 2020 Top Firms in Michigan List

Posted on August 31, 2020

Richmond Brothers was recently honored to learn that we have been included in investor.com's 2020 Top Firms in Michigan list. We are truly grateful to be a part of this list and consumer resource!

investor.com is a consumer advocacy project with the mission of serving Americans as a trusted resource for researching and comparing financial advisors. They analyze 28 million data points from 690,000 financial professionals and 16,000 firms across the country on a monthly basis to determine which firms can be trusted and which ones have red flags consumers should know about.  

According...

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Hunter Richmond: Job Shadowing

Posted on July 27, 2020

We wanted to announce that Hunter Richmond, Dave's son, will be joining Richmond Brothers for the next couple of weeks in an effort to pursue his growth and continuous learning. As a senior at Lumen Christi this year, Hunter has expressed interest in getting to know a bit more about the financial services industry and exploring the career of a financial advisor. With this in mind, he has decided to engage in job shadowing with Richmond Brothers before school begins again. Hunter will be sitting in on phone calls with our advisors, listening in on planning meetings,...

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Introducing, Adriaan!

Posted on June 25, 2020

We are happy to introduce you to our newest Richmond Brothers' team member, Adriaan van Wyk! Adriaan will be joining our advisory team while studying for licensing and other examinations for the financial industry. He will be shadowing, Matt, Dave, Dan, and Steve, as well as all of our team members, to understand our culture and understand all the workings of our team members. 

Adriaan was born and raised in South Africa. He earned a Business Commerce degree from the University of Pretoria. Adriaan enjoys spending time with friends and family. His favorite...

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Continuous Learning: Matt, Dan & Steve Attend Ed Slott Workshop

Posted on May 11, 2020

Earlier this month, our advisors Matt, Dan and Steve, completed their semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a virtual workshop. The online workshop provided in-depth technical training on advanced retirement account planning strategies, estate planning techniques, and new tax laws, as well as an in-depth look at the new retirement planning landscape since both the SECURE Act and CARES Act ushered in several significant tax and retirement planning laws since January 1.      Training highlights from this event included: A look at the CARES Act including...

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