Richard Brothers Financial Advisors

Richard Brothers Financial Advisors For over 20 years, Richard Brothers has provided clients with comprehensive financial planning solutions and tailored investment advice.

At Richard Brothers, we see your whole financial picture, and our planning considers the countless practicalities of living life today while acknowledging the aspirations you have for tomorrow. We take pride in our reputation for our “whole picture” approach when helping clients realize their life-time goals. Headquartered in South Portland, Maine, Richard Brothers Financial Advisors provides goal-based solutions to individuals, families—as well as businesses, nationwide.

New episode of The Re-Wirement Zone is live.As a business owner, quiet quitting doesn't always mean walking away. Someti...
06/03/2026

New episode of The Re-Wirement Zone is live.

As a business owner, quiet quitting doesn't always mean walking away. Sometimes it looks like delaying decisions, losing focus, or mentally checking out before you're ready to exit.

In Episode 14, The Business Owner's Guide to Quiet Quitting Before Retirement, Randy explores how owner disengagement can impact business value, culture, and the success of a future transition. He also shares practical ways to stay intentional, empower your team, and prepare both your business and yourself for what's next.

If retirement or a business transition is on your horizon, this episode offers valuable perspective on protecting the legacy you've worked so hard to build.

Listen now and start designing the exit you deserve.

Tyler and Randy took the conversation to Boston today, connecting with business owners about something every company wil...
05/21/2026

Tyler and Randy took the conversation to Boston today, connecting with business owners about something every company will face: exit planning.

Whether you are in Boston, Portland, or anywhere in between, every owner will eventually step away from their business. The real question is whether that transition is planned or forced.

The best exits do not happen by accident. They are built over time with clear goals, alignment, and a vision for what comes next.

Start early, plan intentionally, and create the flexibility to exit on your terms.

Last week, Jess and Ben had the pleasure of attending the SeniorsPlus Fill the Plate Breakfast in support of Meals on Wh...
05/18/2026

Last week, Jess and Ben had the pleasure of attending the SeniorsPlus Fill the Plate Breakfast in support of Meals on Wheels. The morning was filled with laughter, heartfelt stories, and a few exciting announcements. They were honored to share the event with such a talented group of individuals whose work continues to make a meaningful impact on the Maine community.

A special congratulations to Betsy Sawyer-Manter on her retirement. Betsy's dedication and leadership have made the SeniorsPlus program an extraordinary part of our community.

You can help support Meals on Wheels through SeniorsPlus here: seniorsplus.org/donate

Rainy days are a good reminder that preparation matters.Exit planning is not just about leaving your business someday. I...
05/15/2026

Rainy days are a good reminder that preparation matters.

Exit planning is not just about leaving your business someday. It is about understanding your current position, protecting what you have built, and preparing for future opportunities before they arrive.

A clear understanding of where you stand today can make all the difference tomorrow. Our complimentary 7-minute assessment helps identify strengths, gaps, and opportunities across your business, financial, and personal planning strategy.

Visit our website to get started. https://exitmap.com/richardbrothersfinancial/

We’re excited to recognize Oybek Tursky for passing his Series 65 exam and continuing his professional growth.Since join...
05/01/2026

We’re excited to recognize Oybek Tursky for passing his Series 65 exam and continuing his professional growth.

Since joining Richard Brothers late last summer, Oybek has quickly become an important part of our team. His strong work ethic, attention to detail, and willingness to support both our operations team and clients have made a meaningful impact across the firm.

Whether assisting with trades, supporting day-to-day operations, or helping our team deliver a smooth client experience, Oybek consistently brings professionalism and dedication to everything he does.

We’re grateful to have him as part of our team and look forward to his continued growth with the firm. Congratulations, Oybek!

There is always a reason to wait on exit planning.Too busy.Next quarter.After things settle down.The right time is not s...
04/29/2026

There is always a reason to wait on exit planning.

Too busy.
Next quarter.
After things settle down.

The right time is not something you wait for. It is something you make. Not because you are leaving, but because you are leading.

It is about building a business that can run without you, strengthening what you have already built, and creating options for the future.

If it is on your mind, make the time. Start with an hour.

Take the assessment: https://ow.ly/j5jk50YRKbI

Start thinking about what you want your business to do for you, not just what you do for it.

Zach and Randy recently attended the Exit Planning Summit 2026 in Nashville. The consistent message throughout the event...
04/27/2026

Zach and Randy recently attended the Exit Planning Summit 2026 in Nashville. The consistent message throughout the event was clear: succession planning is no longer a late-stage decision. It is becoming an ongoing part of how owners build enterprise value and maintain control over future outcomes.

Much of the discussion focused on practical ex*****on - how advisors are helping business owners strengthen leadership teams, improve continuity, and make their businesses more transferable long before an exit is on the table. They returned with a clearer view of where this work is heading and why starting these conversations earlier creates more options, more value, and fewer surprises later.

If succession planning feels like something “down the road,” what would need to change for it to become a more active part of your strategy today?

Most business sales don’t fall apart at the closing table. They fall apart long before that.In Episode 13 of The Re-Wire...
04/21/2026

Most business sales don’t fall apart at the closing table. They fall apart long before that.

In Episode 13 of The Re-Wirement Zone, we break down the hidden deal killers that show up during due diligence and how to address them before they cost you value or the entire sale.

From outdated legal documents and unclear ownership to messy financials and businesses that cannot run without you, these issues raise red flags for buyers fast.

The good news is they are fixable if you start early.

If you are a business owner thinking about an exit, this episode will help you uncover risks, strengthen your position, and protect what you have built.

Listen now and take the first step toward a smoother, more confident transition. https://www.richardbrothersfinancial.com/podcast

Yesterday in Boston, Richard Brothers had the opportunity to be part of an exceptional conversation on leadership contin...
04/08/2026

Yesterday in Boston, Richard Brothers had the opportunity to be part of an exceptional conversation on leadership continuity in family business, and what it really takes to step into an established enterprise and make it your own.

A special thank you to Tammy Buss for traveling from Ontario and delivering a powerful keynote that set the tone for the day. Her perspective on ownership, transition, and leadership was both grounded and deeply impactful.

We are also sincerely grateful to our outstanding panelists: Dottie Chalmers Cutter, Maryna Shuliakouskaya, PhD, CFE, Ili Spahiu, and Beth Felder, with thoughtful moderation by our very own, Randall Richard. Each brought a distinct and meaningful perspective that helped create a rich, honest, and engaging dialogue.

Special appreciation as well to Suffolk University Center for Entrepreneurship and Chaim Letwin for hosting and bringing this important event to life.

Conversations like these matter. They challenge assumptions, surface real experiences, and ultimately help strengthen the future of family enterprises.

In observance of Good Friday, Richard Brothers will be closed today, Friday, April 3.We hope you have a chance to pause,...
04/03/2026

In observance of Good Friday, Richard Brothers will be closed today, Friday, April 3.

We hope you have a chance to pause, reflect, and spend meaningful time with family and friends.

We will resume normal business hours on Monday, April 6, and wish you a safe and peaceful holiday weekend.

Address

50 Donald B Dean Drive Ste 1
South Portland, ME
04106

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+12078792352

Website

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