Proven financial planning and investment services.
More than 100 years of time-tested experience.
As experienced investment professionals, we offer traditional brokerage and investment advisory services.
We focus on financial planning, wealth generation, wealth preservation and multi-generational strategies using non-proprietary products.
Richards Merrill provides customized, well-diversified portfolios utilizing individual stocks, bonds, ETFs and mutual funds.*
* Any investment involves risk, including the possible loss of principal.
Our trusted investment advisors and financial planners consult on a variety of accounts including:
- Individual
- Partnership
- Corporate
- Uniform Gifts to Minors Act (UGMA)
- Uniform Transfers to Minors Act (UTMA)
- Trusts
- Estates
- College Savings
- IRAs (Traditional & Roth)
- 401k/403b
- Simple & SEP IRAs
- Non-Profits