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Nicholas L
Series 66
Stevensville, MD
RCN Wealth Advisors, Inc.
Nicholas Lumpp is a financial advisor at RCN Wealth Advisors, Inc. in Stevensville, MD, holding a Series 66 designation with 13 years of industry experience. He has been with RCN Wealth Advisors since 2012. RCN Wealth Advisors is an independent firm providing fee-only financial planning and discretionary investment management to individuals, high-net-worth clients, trusts, corporations, and an exchange-traded fund. The firm combines long-term, value-oriented portfolio construction with tactical, rules-based allocations and serves as sub-adviser and co-sponsor of the RCN Pareto Strategic Allocation ETF, which employs a systematic trend-following strategy across multiple asset classes including digital assets such as bitcoin.
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