Savant Wealth Management, a fee-only registered investment adviser, has partnered with Richard Brothers Financial Advisors, a registered investment adviser in South Portland, Maine, with approximately $240.4 million in assets under management. The partnership closed June 30, 2026. Savant did not disclose financial terms of the deal. FP Transitions served as the M&A consultant and valuation adviser to Richard Brothers.
Brothers Randall Richard, CEPA, president and CCO, and Neal Richard, principal and COO, founded the firm in 1996 with a clear purpose: to provide clients with coordinated financial guidance that reflects the full picture of their financial lives. The firm’s “Whole Picture Planning” approach integrates investment management, retirement planning, tax considerations, risk management and long-term life goals into a single, unified strategy.
Both Randall and Neal Richard join Savant as member-owners, along with Zachary Lauzon, CFP, CEPA, director of
