The Richmond Edge

We know that having an individual’s trust isn’t a given; it’s something we have to earn. As a starting point, we’d like to help you get to know more about our business. We’ve put together some information about why our clients—and the friends and family members they refer to us—feel ‘right at home’ with Richmond Brothers.

Why Richmond Brothers?

You are not account number 98.

Top-notch communication and service.

Different mix of holdings to better serve your goals.

You are not account number 98

We call our clients our extended family because they are just that. We don’t think of you in terms of numbers or accounts; we think of you as Mike who absolutely loves playing golf and babysitting his grandson on Fridays, or Laura who enjoys quilting and is uber excited about her trip to Italy next spring. We know you are a real person with real emotions, so we simply treat you that way. It’s not a new concept, but we are passionate about connecting with you one-on-one, both in the office and around town. Plus, we are committed to managing our growth to ensure our clients continue to feel like they are our only client. 

Top-notch communication and service

A complaint often associated with financial advisors is a failure to communicate. That’s why we’ve made up-front communication with our clients a number-one priority. We tell it like it is. Whether times are great, good, bad, or ugly, we’re always reaching out to talk and work with you on a game plan for your financial future. You can expect to hear from us frequently, but if you have questions in the meantime, we’re just a phone call or email away.

We have a passion for serving others in extraordinary ways. That’s why over 95% of our clients say Richmond Brothers provides them with the best customer service they’ve ever received (per 2014 survey results). We look for ways to serve our clients above and beyond the usual trades and performance reviews.

Different mix of holdings to better serve your goals

We are an independent Registered Investment Adviser, ensuring that we can best serve your needs and objectives. Your fiduciary interests are in our heart and we enjoy the freedom to truly do what’s right for you. Richmond Brothers performs its own due diligence on the companies we choose to invest with; we aren’t held to five or six holdings that have been dictated to us by someone who has no idea what YOU need. We’ve even been told by others in the industry that our approach to investing is really different.

A relaxed, non-stuffy environment.

Experience you can feel good about.

Want to Know More About Our Firm?

A relaxed, non-stuffy environment

You know the stereotype of buttoned-down financial planners in fancy suits? Well, that’s not us. In fact, you’ll appreciate our lighthearted company culture and friendly, down-to-earth people. We’re in the business of building relationships with our clients, and we do this by getting to know them both inside and outside of the office. Our clients regularly join us for casual social outings such as wine tastings, sports events, and more. We’ve found that having fun together is a great way to build friendships and forge bonds that last a lifetime.

Experience you can feel good about

Since 1994, Richmond Brothers has grown to serve more than 600 clients throughout the U.S. Our financial insights have been featured on CNN Money, the Wall Street Journal, and other respected media outlets. And we never stop learning. Matt Curfman, as an Ed Slott Master Elite IRA Group™ member, and Dan Vredeveld, as an Ed Slott Elite IRA Group™ member, continually educate themselves on the ever-changing world of IRAs and taxes, which are a big part of our clients’ portfolios.

Want to Know More About Our Firm?

As a family-owned firm, Richmond Brothers provides truly personal service to our clients—not the “take a number” kind of service that’s become all too common these days. We get to know all about you so that we can serve your best interests financially as well as personally. Imagine that: real people who really care. It’s why folks have entrusted their financial wellness to us since 1994. Click on the links below for more information.