Who we are
The Financial Advisors, LLC was founded by Richard L. Sumberg in 1991. We are a full service financial planning firm which provides financial planning and investment advisory services to hundreds of individuals, families, businesses and charitable organizations. The firm consists of planning professionals with experience in financial planning, business management, investments, taxes, insurance, estate planning, charitable-giving, budgeting, retirement and college planning.
Richard L. Sumberg
Michael P. Kumph, CFP®
Patricia A. Quinn
Michael A. Dempsey, CFP®
Dianne Brand, CFP®
Robert C. Miller, CFP®
Louis C. Bonasera, CPA, PFS, MST
Ngoc Nguyen Cormier
Learn More About Financial Planning
Understanding the components of a family’s cash flow is a critical initial step in financial planning.
Managing investments for long-term return and risk control is the best way to accomplish lifetime financial goals.
Planning for a secure financial life after a long career is the heart of a financial plan.
A considered approach to acquisition and financing of real estate is an essential part of a financial plan.
Tax Planning & Management
Tax planning endeavors to minimize the burden of all taxes on a family’s income and wealth.
Wealth Transfer & Estate Planning
Every family should have an estate plan to provide for the preservation and control of assets during life and the efficient distribution to heirs.
Financial security depends on good management of insurance products to effectively minimize and manage financial risks; covering the “what-ifs” in life.