Team


Providing a first-class service experience demands a first-class team and that is where we will start. These are the people who have made our business what it is today. Our principles and their execution are what makes us unique and this is carried out by our business philosophy and the people who passionately enact it.

Each of the professionals on our team has their own story, next time you are in, ask them about theirs. These are the people that make our vision and mission happen, make a living and breathing culture instead of a stuffy statement. We are blessed to have them and you’ll soon realize why you are blessed to have them as well.

Client Advisory Board


Richmond Brothers’ Client Advisory Board was established in 2011 to provide Richmond Brothers with input on various initiatives.

Client input plays a very important role at Richmond Brothers and helps drive the integral part of our business. The board is represented by an active group of eight clients who provide feedback and suggestions to Richmond Brothers on the services the company provides. In addition, they play an important role in the decision-making processes that affect the entire client base.

Richmond Brothers has always prided itself on listening and understanding our clients so that we, in turn, can provide the best service possible for each one of our clients. Input from past boards has helped with various things such as helping Richmond Brothers’ become a Registered Investment Adviser, the processes in which our advisors and staff members serve our clients, a new logo and slogan for the company, changes to publications and other correspondence sent to clients, events for clients, and even this web site.