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Welcome 2021 Client Advisory Board!

As you may know, we have been utilizing the ever so important knowledge of a small group of clients each and every year since 2011. This group helps Richmond Brothers evolve so that we can best serve the needs of our extended family. We are honored to be able to announce our Client Advisory Board for…

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2020 holiday matching

2020 Holiday Matching Program

Want to make YOUR charitable gift go farther? For 2020, Richmond Brothers has decided to double our impact from previous years. We are offering up to $500 in matching funds for donations made to each of our chosen six non-profit organizations. That’s a total of up to $3000 in matching funds and $6000 in overall…

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Veteran, Neill

Honoring Our Veterans

With 2020 being a different type of year for us all and being unable to have our annual Veteran’s Day celebration, we decided to do things a little differently to continue to show our gratitude for our amazing veterans. Instead of honoring just one of our veterans in our family of clients, we decided to…

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Job Posting: Associate Financial Advisor

Associate Financial Advisor at Richmond Brothers, Inc., Jackson, MI. Duties: Serve on Investment Committee to select allocation of wealth management business and conduct due diligence on private fund transactions; Manage existing client relationships; Participate in procuring new business; Meet with perspective clients for financial planning and investment allocation recommendations; Represent company in public speaking engagements…

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2020 CMS Forerunners Scholarship Recipient Awarded

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….

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

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…

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Hunter Richmond: Job Shadowing

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…

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Introducing, Adriaan!

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…

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

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…

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Welcome 2020 Client Advisory Board!

As you may recall, we have been utilizing the awesome expertise of a small, representative group of clients each and every year since 2011 to help us develop Richmond Brothers so that we can best serve the needs of our extended family. We are honored to announce our Client Advisory Board for 2020. If you haven’t familiarized…

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