Founded by Advisors Who Chose the Fiduciary Path
RichMark started as two financial advisors who broke away to become independent from their broker-dealer and start an RIA to become fiduciaries. That same decision informs how we partner with independent advisors today: preserve autonomy, elevate capability, and align economics—without forcing advisors into a corporate mold.
What We Value
Integrity
We uphold high standards of honesty and ethics in everything we do.
Entrepreneurial Spirit
We embrace innovation and proactive problem-solving.
Discipline
We challenge the status quo with purpose and precision.
Our Mission
To help independent fiduciary advisors build enduring, scalable practices—supported by investment management and infrastructure that removes constraints and preserves independence.
Explore Whether RichMark Is the Right Fit
Schedule a confidential, obligation-free conversation to explore how RichMark can support your independence, growth, and investment management needs. We talk more about this in our Cornerstone Commitment.