Our Process

The first step - and most important one - is for us to get to know one another. We want to learn about you and your individual unique circumstances. Our focus is to understand your goals and develop a plan to reach them. We can only do that by asking the right questions, listening intently to your answers, and evaluating what stands between you and your financial goals. Only then, in subsequent meetings, can we begin to build a plan to help you reach your financial and personal goals. We recognize that you have entrusted us with your financial future and we take that very seriously.

From the moment we speak on the phone for the first time, to our quarterly reviews, and every step in between, working with the team at RichMark is an experience that makes you feel like you’re in the right place — like you’re at home.

We treat your wealth like we would treat our own family’s. We wouldn’t ask our family for a fee to discuss matters of importance when they arise, so when something arises in your life that affects your financial plan, we want you to feel comfortable calling us no matter the situation. You can have peace of mind knowing that you’ve always got access to the professionals at RichMark and that we’ll provide you with the information required to make the best decisions for you and your family.

As an independent firm, our focus is to introduce you to ideas and concepts that may enhance your current financial position. We’re not beholden to any specific products or services, and we don’t work for anyone except you, our client. Our commitment is to ALWAYS put your interests ahead of ours because when you work with us, your goals are our goals.