Richardson Financial Services

EST. AUM
$256,090,825

CONTACTS

CLIENT ACCOUNTS
1,302

Firm Details

Metro area Boston
CRD Number 130715
Website rfsria.com
Client types

Overview

Richardson Financial Services, Inc. (RFS) is an independent, SEC-registered investment adviser (RIA) headquartered in Medway, Massachusetts, in continuous operation since 1997. Under the direct leadership of President Steven Michael Richardson and Chief Compliance Officer Edward Michael Pitts, the boutique wealth advisory firm operates under a strict 100% fiduciary standard of care. The firm provides a comprehensive private client tier supporting mass-affluent individuals, high-net-worth households, and corporate pension or profit-sharing plans. Rather than utilizing proprietary in-house products, RFS differentiates itself by utilizing leading institutional Turnkey Asset Management Platforms (TAMPs), specifically deploying client wealth through the AssetMark and Envestnet Asset Management networks. This structure gives the firm open-architecture access to premier institutional sub-advisors and strategies, which are rigorously audited and reassessed quarterly to mirror client risk thresholds, retirement cash flows, and tax efficiencies. Their foundational philosophy avoids speculative market timing, executing diversified global asset allocation models built primarily from low-cost mutual funds, individual equities, and liquid exchange-traded funds (ETFs).

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Richardson Financial Services

Platform Details

Investment Preferences

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