Richard Brothers Financial Advisors

About

Richard Brothers delivers a personal touch in financial planning and corporate 401(k) management. We’re proactive about your success.

Story

Every family has unique financial and life goals, and one-size-fits-all investment strategies can’t deliver your vision for the future.

Whether you’re trying to send your children through college or planning the retirement lifestyle of your dreams, Richard Brothers Financial Advisors will help you achieve your financial goals — and put your family first.

Based in Portland, Maine, we’re financial advisors and experts in corporate retirement plan management. We’re also your neighbors, dedicated to investing in our community.

For businesses and institutions, we offer a degree of service that’s strengthened through our strong local presence. This includes our Streamlined and Stress-Free (S2) Plan Onboarding process and 360-degree plan support, as well as helping your employees take control of their futures with individualized financial planning.

Armed with financial expertise and rooted in your community, we’re proactive about your success. Contact us today for a free consultation.

Mission

The strategic purpose of Richard Brothers Financial Advisors is to help our community create more success — a community that includes our clients, employees, friends, neighbors and vendors. Our vision for Richard Brothers is of a company that cares about the welfare of its employees, demonstrates passion for excellence in execution and delivery, and builds strong relationships based on trust and service.

To that end, we seek to empower our clients to optimize their resources, achieve life goals and manage risk through personalized investment strategies designed to attain capital preservation and financial independence.

Whether you’re a business owner, corporate executive or working with us to provide corporate retirement plans, we are committed to providing you with individualized, unbiased advice and access to world-class financial products and services.

Our personalized approach enables us to offer a high level of service and flexibility.

Products

Wealth Management,
Investments,
Financial Planning & Advice,
Trust & Fiduciary Services,
Private Banking,
Employee Retirement Plans