Welcome to
Richmond Investment Services

Your goals. Our guidance. A clear path forward. We are a full-service company specializing in investment management, retirement planning and estate conservation.

Our Services

As personal financial professionals, we can:

Help you clarify and define your goals
Recommend strategies that fit your needs
Deliver timely information
Explain how changing financial conditions affect you
Monitor your financial progress
Make investment planning easier

Our Services

This Is How We Show Up for You

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.

How We Serve You

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a confident financial program utilizing the following products and services:

Investment Management
Financial Planning
Retirement Strategies
Tax Planning
Business Planning
Estate Conservation
Insurance and Annuity Products
Creating & Managing Congregational Endowments

Why Us

How We Excel

With decades of experience guiding families and businesses through every stage of their financial journey, our team combines deep expertise with a genuine commitment to understanding your goals. We measure our success by the confidence and clarity we help you achieve.

+ Years of Experience

~ b in Assets Managed

% Client Satisfaction Rate

About Richmond Investment Services

Setting a Higher Standard of Service for Comprehensive Planning and Management.

The process starts with our valued client. Your needs come first and we devote our time and energies to understanding your individual financial objectives and then seek to address them through our alliances with the nations leading providers of investment and insurance products. Our independence offers freedom of product choice and we work hard to use the appropriate products available to build your portfolio. Richmond Investment services is here to serve you, your family and your business.

Our Advisors are Seasoned, Independent, Professionals who bring Experience and Dedication to their Passion.

Independence allows our advisors to be self directed and concentrate their efforts on the aspects of financial services where they are strongest and can be of the greatest help to you, the client. We are team players who can jointly assess your financial issues using the experience of several advisors or resource staff in order to view problems and strategies from multiple angles.

Our advisors have a minimum of 10 years in the financial services industry and have a strong passion for family, education, and community as well as professional commitment to their industry. Many of our advisors have advanced qualifications beyond college business including Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), CERTIFIED FINANCIAL PLANNER ™ (CFP®), Certified Public Accountant (CPA) and Masters of Business Administration (MBA).

About LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm's tools and resources to help them provide financial guidance and recommendations to help meet their clients' needs. For more information about LPL Financial, visit www.lpl.com.

Send Us a Message

Please complete the Contact Form and we'll be in touch.

Office Location

7702 W. Mequon Road
Mequon, WI 53097

Phone

(262) 242-4200

Email

See the Meet Our Team page for personal email addresses

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Welcome to Richmond Investment Services