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Richmond Brothers, Inc. Announces Transition to Registered Investment Adviser
Richmond Brothers has updated name and business model to better serve clients now and in the future
By: Kira Francetic
With this new venture, Richmond Brothers, Inc. has partnered with Fidelity Investments as the custodian of clients’ accounts. Fidelity’s continual innovations in technology and best-in-class practices made for an obvious choice. Clients will receive consolidated and easy to read statements as well as low transaction charges.
“We are excited for the fabulous changes that this transition has made for our clients, and also for our day-to-day operations,”
Although the business name has changed, one thing still remains constant; Richmond Brothers, Inc. continues to evaluate every aspect of clients’ financial lives, including saving, investments, insurance and taxes to help them develop a comprehensive strategy to meet all of their financial goals in and beyond retirement.
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Richmond Brothers, Inc. was founded by brothers Dave and John Richmond in 1994. Over its seventeen years in business, the company has evolved into a proactive wealth management firm focusing on retirement income planning. A $500M, privately-owned operation, Richmond Brothers has helped hundreds of clients realize their retirement goals. The company is located in Jackson, Michigan and is currently able to service clients in the states of Arizona, California, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Colorado, Michigan, Minnesota, North Carolina, New York, Ohio and Texas. Richmond Brothers, Inc. is a Registered Investment Adviser.