A complete list of active advisors currently associated with R.B. Financial Group

Warmer can help you find a great advisor at R.B. Financial Group or one who fits your needs even better.

R.B. Financial Group is a fee-only, independent advisory sole proprietorship that provides discretionary portfolio management for individuals and for corporate, trust and retirement accounts. The firm’s client base is weighted toward fixed-income investors and it does not provide comprehensive financial planning or sell insurance or annuity products. For equity portfolios the firm combines bottom-up, value-oriented security selection with technical analysis and generally favors long-term holdings, often using names in the S&P 500; income portfolios emphasize dividend-paying equities, preferreds and investment-grade bonds with maturities normally limited to 15 years. Each client receives an individualized investment policy statement, accounts are reviewed monthly, and trading is conducted on a discretionary basis. Notable operational features include a strict fee-only model with no soft-dollar benefits or referral compensation, custody at a major broker-dealer, and an explicit practice of shopping fixed-income executions—soliciting multiple bids and using delivery-versus-payment processing to maintain consolidated custody. The firm is run by a sole proprietor with more than three decades of experience at major wirehouses and in bank wealth management, and the brochure reports no disciplinary history.

To learn more about the advisors currently working at R.B. Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.