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Richmond Investment Services moves to larger location

By Gary Achterberg - News Graphic Staff

June 20, 2017

 Richmond Investment Services recently celebrated its move to a new office at 7702 W. Mequon Road with a ribbon-cutting ceremony. Front row, from left, are Sales Assistant Andrea Richmond, Partner Peggy Boris, Partner Andy Boyd, co-owner Matthew Richmond, Sales Assistant Sarah Will and Office Manager Jeri Powalish. Back row, from left, are Partner Peter Anderson, Partner Ryan Gray, Mequon Mayor Dan Abendroth and Mequon City Administrator William Jones.
Photo by Mark Justesen

MEQUON — When Richmond Investment Services moved to a bigger location over the winter, owner Matt Richmond hoped to provide his clients with a variety of finance-related services under one roof.

The financial advising business had been located about six blocks east on Mequon Road in rented quarters that the business had outgrown. As Richmond, his wife Andrea and father John talked about moving into more space in a brand-new building, they considered ways to assist their customers and make life easier for them.

The new space, which they own, is about three times larger than their old office. In addition to providing a newer and more spacious work environment for their partners and other employees, the building includes two other suites.

One is home to lawyer Rich Behrendt. Richmond said they are looking for a tax professional to occupy the other space.

“We want to offer comprehensive investment planning and management,” he said. “This office is the fulfillment of that concept. We have always tried to work in a collaborative way – we’re a third of that piece. This building is the fruition of that.”

 The new location includes substantially more office space than the office Richmond Investment Services had rented for approximately 10 years.
Photo by Mark Justesen

Richmond, along with his father and wife, started Richmond Investment Services about a decade ago with a goal of providing “white-glove service” and putting clients first. He said they wanted to avoid the corporate overhead and politics rife in some other financial consulting businesses.

The business continued to grow and add staff. When it became time to move, Richmond said he did not want to leave the community.

“There was no question we wanted to stay in Mequon – ideally on Mequon Road,” said the Homestead High School graduate. Richmond is deeply involved in the community in groups that include the Mequon-Thiensville Chamber of Commerce and Gathering on the Green.

He said he’s pleased the new business is “a bookend” to the Mequon Town Center, which is growing along Mequon Road just to the east.

Richmond stressed that he does not want to strong-arm his clients to do business with Behrendt, the lawyer now across the hall, or the yet-to-be-found tax professional. He said, however, that it has been his experience that many of his customers need a will, help setting up a trust or other finance-related legal advice.

He said he went to a lot of effort to share space with a lawyer who is compatible with his vision, has expertise in the areas where his clients need it and who provides affordable services. He said it is a very convenient arrangement for everyone.

“One of our mantras is ‘always clients first,’” Richmond said.


Richmond Investment Services
7702 W. Mequon Road Mequon