• Home
  • Find an Advisor
  • Chapters
    • Find a chapter
      • Atlanta
        • Sponsors
        • Join
        • Members
        • News
        • Events
        • Leaders
        • Workshop
      • Austin
        • Leaders
        • Events
        • Join
        • Members
        • Sponsors
        • News
        • Summit
        • Special Event
      • Charlotte
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • DC Metro
        • Sponsors
        • Events
        • Join
        • Leaders
        • Members
        • News
      • Fairfield County
      • Greater Boston
        • Members Only Page
        • News
        • Events
        • Sponsors
        • Join
        • Members
        • Leaders
        • Summit
      • Hartford
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Houston
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Maryland
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • New Jersey
      • New York
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
      • Northern California
      • San Antonio
        • Events
        • Join
        • Members
        • Leaders
        • Sponsors
        • News
        • Summit
      • Tri-State
      • Triangle
        • Signature Events
    • Chapters in Development
      • Hawaii
    • Start a Chapter
  • Knowledge Exchange
  • Leadership Collaborative
    • View All
  • Calendar
  • License Keys
  • Mary Adams of XPX Global is a member of XPX
  • Login
    Sign up
Ramsey W. Goodrich of Carter Morse & Goodrich is a member of XPX Tri-State

Randall Richard

Richard Brothers Financial Advisors

South Portland, Maine
About
Company name
Richard Brothers Financial Advisors
Business title
President
Contact
Email
rrichard@richardbrothersfinancial.com
Phone
(207) 347-2424
How to contact
207-347-2424
Company profile
Randall Richard
Richard Brothers Financial Advisors
Professional Profile

Call Me When

Business owner needs a detailed financial plan from a team of financial advisors before, during or after exit

Professions

Consultant
Investor
Wealth Manager

Functional Expertise

Employee benefits
Entrepreneurship
ESOPs
Estate planning
Family business
Investments
Life Coaching
Exit/Transition Planning

Business Focus

Wealth Management

Professional Certification

BS Finance, MBA, CEPA, FINRA 24, 65, 63, 53, 7, Life and Health Agent,

Transition Planning Certification or Methodology

Exit Planning Institute/Value Acceleration Methodology

Client Industries

Business Services
Financial Services
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Wholesale/Distribution

Client Results

High retention rate with our clients and families
Chapter information

Membership

Greater Boston Individual

Why I'm a Member of XPX

Focus is helping Business owners and their families to have a successful business succession.

Make XPX Part of Your Business Plans

Attend an event
Join a chapter
Start a chapter
Find an advisor

Explore

Learn

  • Owner’s Academy
  • Advisor Academy
  • Member Tips
  • Owner’s Academy
  • Advisor Academy
  • Member Tips

Account

  • Login
  • Forgot Password
  • Login
  • Forgot Password

Connect

  • Contact
  • Become A Sponsor
  • Contact
  • Become A Sponsor

Help & Support

© 2026 XPX Global LLC.          Privacy Policy          Site Map           Terms of Use

© 2026 XPX Global LLC. All Rights Reserved.

Twitter Linkedin Envelope
Loading...

Thank you for visiting XPX Global!

You are now leaving our website and heading to , which has a different privacy policy and terms of service.