CEO/Senior Wealth Advisor
Michael is the CEO of Richardson Financial Group, which he founded in 1969. Mike is focused on the continued success of Richardson Financial Group, and a significant portion of his time is devoted to the strategic direction of the firm. He is equally committed to providing clients comprehensive wealth planning and management with concierge style service. Mike is a Member of the firm’s Executive Committee.
Mike has spent his career developing sophisticated tax and estate planning strategies to address the special needs of individuals and families that have accumulated significant wealth. With unique professional knowledge and insights gained through years of experience, Mike has developed and utilizes the Informed Decision Approach™ and other intellectual property and proprietary processes that help clients organize their thinking on important decisions they will face. Once their thinking is focused, he and his team advise and assist clients in making informed decisions.
Mike is a longtime member and past Board Member of the prestigious Forum 400, which brings financial service professionals together to exchange ideas on tax and estate planning. He previously served on the Board of Directors of the M&I Bank of Menomonee Falls. Mike is recognized as an expert in his field, and has addressed several professional groups and associations on estate planning and retirement distribution planning.