Richard Brothers Financial Advisors

Our Vision: Holistic Financial Planning for a Balanced Life

Richard Brothers Financial Advisors is a trusted financial planning firm rooted in Portland, Maine. Founded on the principles of integrity, personalized guidance, and comprehensive analysis, we believe in taking a holistic approach to wealth management. Over the past two decades, we've helped individuals, families, and businesses achieve clarity and control over their financial future by considering every aspect of their financial lives.

Our Values

• Passion: We are driven by a genuine desire to help our clients achieve financial success and live fulfilling lives.
• Integrity: We uphold the highest ethical standards and maintain unwavering transparency in our client relationships.
• Lifetime Learning: We are committed to staying ahead of the curve in financial planning and continuously refine our skills and knowledge base.
• Lead by Example: We set a positive example for our clients through our actions, decisions, and relationships.
• Balance: We believe in achieving a balanced approach to wealth management, considering both financial growth and risk management.
• Respect: We treat our clients and business partners with utmost respect and professionalism.

Our Services

Richard Brothers Financial Advisors offers a comprehensive range of services designed to cater to the diverse needs of our clients. Our capabilities include:

• Personal Wealth Management: Develop and implement customized plans to reach your financial goals and protect your assets.
• Portfolio & Asset Management: Optimize your investments for optimal performance and risk management.
• Corporate Solutions: Design and manage employer-sponsored retirement plans to attract and retain top talent.
• Business Transition Planning: Develop a strategic plan for a smooth and successful business transition.
• Retirement Planning: Secure your future by establishing robust plans for retirement savings and distribution.
• Estate Protection Planning: Ensure the proper distribution of your assets according to your wishes.
• Education Funding Planning: Maximize state and federal education savings plans for your children's future.

Our Commitment

At Richard Brothers Financial Advisors, we believe in building strong, lasting relationships with our clients. We take the time to understand your unique needs, goals, and aspirations. We provide clear and concise communication throughout the process, ensuring you are always informed and empowered to make well-informed financial decisions. Our success is directly tied to your success, and we are committed to exceeding your expectations.