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Richardson Financial Group was founded in 1969 by Michael Richardson. The firm began as a life insurance agency with Mr. Richardson serving as the sole principal of the firm. During the course of the next 30 years Mr. Richardson developed an expertise assisting affluent individuals and families with their financial, tax, estate planning and life insurance needs. In 1999 Mr. Richardson’s son, Scott Richardson, joined the firm and they made the strategic decision to transform the business into a comprehensive wealth management firm. Today the firm has a team of specialized professionals with deep wealth management experience that provide comprehensive wealth management that encompasses the following:
Clients may utilize any of the services on a stand alone basis or take advantage of the Wealth Management Solution that integrates each of the services. |