Life changes. So should your financial plan.
Real Advice. People. Results.
Your story, your goals, your future we’re all in.
Why Clients Choose Us
Our goal is to help align your financial strategies with what matters most to you.
Comprehensive Service. Tailored to You.
Investment Management
Investment Management
Retirement Planning
Retirement Planning
Tax Planning
Tax Planning
Estate Planning
Estate Planning
Financial Blindspot Review
Financial Blindspot Review
The RMG Difference
You’ve worked hard—early mornings, late nights, and years of saving, planning, and showing up. You deserve a financial team committed to showing up for you with the same dedication.
We take your goals personally because we see our work as more than just numbers. It’s about people, trust, and providing guidance to help you make informed financial decisions with confidence.
Rooted in
Hard Work.
We’ve built our success the same way you have through discipline, grit, and determination. Your financial future is personal to us.
Personalized Plans, Not Templates.
No cookie-cutter advice. We listen first, then create a tailored plan aligned with your unique needs, values, and stage of life.
More Than Investments - A Full Financial Picture
We coordinate your investments, taxes, insurance, estate plan, and cash flow so every piece of your financial life works together.
People Who Know You
You won’t get a call center or generic response. You’ll get a dedicated team who knows your name, answers your call, and is here when it matters most.
You’re more than a portfolio you’re family. Your goals become our mission.
Built on Trust. Backed by Numbers.
Families and individuals confidently preparing for and enjoying retirement.
Assets under management and growing with care.
5 Year Average Client Retention Rate because relationships come first.
Your Life Is Unique Your Financial Plan Should Be Too
Personal Financial Management
We design and actively manage your investment portfolio based on your unique risk tolerance, goals, and life stage. From 401(k) rollovers to trusts, IRAs, and non-qualified accounts, we focus on building a long-term strategy designed to adapt as your needs evolve.
Cost-Conscious, Quality Solutions
We strive to provide professional financial advice with a focus on efficiency and transparent fees. Our goal is to deliver strategies designed with the same rigor as institutional portfolios — paired with a personalized approach — so a greater share of your assets can remain invested toward your long-term goals.
Education & Knowledge
Understanding your finances can build confidence. We take the time to explain each part of your plan — whether it’s retirement income, Medicare enrollment, or Social Security strategies — so you can make informed decisions with clarity instead of confusion.
Lasting Advisor Relationships
We believe in long-term relationships, not one-time transactions. You’ll work with a consistent team that knows your goals, your family, and your vision for the future, regularly reviewing and adjusting your plan as life changes. Changes in personal circumstances, tax laws, or market conditions may impact the effectiveness of any financial plan and require periodic updates to stay aligned with your objectives.
Real Advice, Real People
You’re not just an account number. When you call, you’ll speak with someone familiar with your situation and ready to help — whether it’s updating paperwork, identifying blind spots, or walking you through big decisions. Our guidance is based on the information provided by each client and is offered in accordance with applicable regulations and laws. Recommendations may change as your circumstances or relevant laws evolve.
Retirement on the Horizon? Let’s Plan it Together.
You’ve spent years saving for retirement — now it’s time to create a plan for how those savings can support your goals.
Whether you’re five years away or right at the doorstep, we help individuals and couples bring clarity and direction to their retirement planning. Most of our clients have between $750,000 to $1,000,000 in retirement savings and want to make informed decisions about what comes next.
How much do I need saved to retire?
How can I turn savings into reliable income?
When should I claim Social Security?
What should I know about taxes and Medicare?
Your Goals, Our Expertise Let’s Get Started
Real relationships, not just recommendations
Guidance that grows with you
Confidence to make decisions that last
Frequently Asked Questions
Yes. Our typical minimum is $400,000 in investable assets, excluding real estate holdings or life insurance cash value. Exceptions may be made for relatives of existing clients, employer-sponsored plans (e.g., 401(k)s), or situations where we believe a long-term advisory relationship would be mutually beneficial.
We serve individuals, families, and business owners who seek professional guidance to help them make informed financial decisions. Many of our clients are navigating life transitions—such as retirement, career changes, marriage, divorce, loss of a loved one, or selling a business. While many have a net worth between $1 million and $15 million, we also work with high-income earners building toward long-term goals.
No. We are a fee-only Registered Investment Advisor, compensated solely for the advice and services we provide. We do not earn commissions from investment product sales.
We charge an asset-based fee that scales with the amount of assets under our management. Our aim is to keep costs competitive and transparent—we disclose all fees in your personalized investment proposal and provide ongoing fee transparency throughout the relationship.
