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Caleb Smith

Caleb Smith

Susan Bishop, 26 May 2026
CFP® Caleb joined Richardson Financial Services, Inc. in 2025 and earned the prestigious Certified Financial Planner® designation in 2026. He is passionate about helping clients through comprehensive financial planning, investment advisory services, and personalized financial […]
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Ann-Marie Bethoney

Ann-Marie Bethoney

Susan Bishop, 9 Jun 2022
Ann-Marie joined Richardson Financial Services in 2022 as a Client Service Specialist. Her friendly approach and high energy are a great fit with the Firm’s client-centric philosophy. In her role, Ann-Marie collaborates with the Investment […]
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Lisa Johnson

Lisa Johnson

Susan Bishop, 26 Jul 2021
Lisa has been an integral part of the firm since 2005 and plays a vital role in fostering strong client relationships and ensuring an exceptional client experience. As Client Service Specialist, she serves as the […]
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Edward Pitts

Edward Pitts

Susan Bishop, 26 Jul 2021
CFP® Ed Pitts, a Certified Financial Planner professional, returned to Richardson Financial Services, Inc. in March of 2020 and brings more than 30 years of experience helping individuals, families, and institutional clients navigate important financial […]
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Brian Maxfield

Brian Maxfield

Susan Bishop, 26 Jul 2021
CFP®, CLU, CASL Brian, a seasoned and knowledgeable Certified Financial Planner®, joined Richardson Financial Services, Inc. in 2003. He provides personalized financial planning and investment advisory services, develops, and executes plans for retirement and other […]
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Steven Richardson

Steven Richardson

Susan Bishop, 26 Jul 2021
CPA Steve founded Richardson Financial Services, Inc. in 1997 and serves as the firm’s President. Under his leadership, the team delivers comprehensive financial planning tailored to each client’s unique goals and needs. Steve has built […]
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About

Richardson Financial Services is a comprehensive financial planning practice based in Medway, Massachusetts. We consider ourselves your and your family’s Chief Financial Officer (CFO). With our focus on personal service, we are committed to helping you realize the financial future that allows you to achieve both individual and family goals.

Contact Info

Richardson Financial Services, Inc.
165 Village Street
Medway, MA 02053

508-533-2335

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through Richardson Financial Services, Inc.

Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Richardson Financial Services are disclosed on this site, may only conduct business with residents of the states and/ or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

For a copy of JWCF’s Form CRS please visit: https://www.jw-cole.com/disclosures

Richardson Financial Services, Inc. and JWC are unaffiliated entities.
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