How We Work
PROCESS NOT PRODUCT
At McRobers Richmond Group, we know that no two clients are alike. By approaching conversations with empathy and understanding, we do a good job of making sure our clients know that we are meeting them exactly where they are, and education is the path we take to get them where they want to be.
Through hundreds of clients over dozens of years, we’ve seen how bad the industry can be and how that can negatively impact people. Often, when our clients come to us, we hear, “I wish I would have met you sooner.” We are not just the solution to problems within financial planning, we are providing something beyond a product: relief and peace of mind.
We focus on game plans that help move our clients forward with their whole picture in mind, not just a point-in-time recommendation. The end result is an active ongoing relationship. We can’t control the market, but as questions come up and issues arise, we can be the ones to address them with confidence and fidelity to our clients’ vision.
Organize
We streamline your financial life by bringing order to the chaos. By helping you prioritize what truly matters, we empower you to navigate daily financial decisions with total confidence—and in a fraction of the time.
Plan
We utilize the MASTERPLAN® process—a comprehensive written review of your entire financial picture. This experience-backed approach allows us to look at every moving part of your life, providing the deep insights you need to make smart, informed decisions for your future.
Invest
Investing is simpler when it has a purpose. Once your plan is set, we provide proactive, fee-based management of your entire portfolio, ensuring your assets are always working in harmony with your long-term goals.
Our Comprehensive Service Menu
Planning & Analysis
Investment & Tax Strategy
Legacy & Continuity
Frequently Asked Questions & What to Expect
We act as your personal Chief Financial Officers. We specialize in navigating life transitions—whether you are nearing retirement, managing an inheritance, or selling a business.
Our goal is to become and remain our clients' most trusted advisor by offering a partnership rooted in "Integrity in Thought and Action."
- Retirement Readiness: How much can I safely spend? When should I start Social Security?
- Tax Efficiency: Are there strategies to reduce my current and future tax liability?
- Risk Management: Do I have the right coverage to protect my family and assets?
- Estate & Legacy: How can I transfer wealth to the next generation in the most efficient way?
Not at all. We partner with clients across the entire spectrum of financial literacy. A big part of our role is being an educator.
We leverage Baird’s extensive resources to break down complex economic concepts into clear, actionable advice.