Your Trusted Financial Partners for Over 50 Years!

As part of the RFM Group, we’ve been serving the people and businesses of this community for 50 years. Our business is not only the careful crafting of customized diversified investment plans, but also implementing them with efficiency and with sound investment and fiduciary principles.
As a fee-only advisor, our compensation is a flat percentage of your account value. We don`t make a single dollar from commissions, trailers, or markups. Aside from gaining new clients, the only way our income grows is if your account grows. Period. Your objective is our objective.

Unsure About Your Investment Strategy?
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Carefully crafting customized diversified investment plans for every client to achieve an appropriate balance considering the individual risk tolerance, liquidity need, and short and long-term goals.

Tailored Plans that Fit Your Needs. Balanced investment management and personal financial growth.

Simplified Employee Pension (SEP) Plan
401(k) Plan
Profit Sharing Plan
Individual 401(k) Plan or Uni-K Plan

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