A complete list of active advisors currently associated with R & M Consultants, Ltd.

Warmer can help you find a great advisor at R & M Consultants, Ltd. or one who fits your needs even better.

R&M Consultants, Ltd. co-advises client relationships with Pinnacle Advisors, offering a suite of wealth and trust management programs, retirement plan consulting, asset-tracking and performance reporting services. The firm itself does not implement day-to-day investment management; Pinnacle actively manages client assets on the co-clients’ behalf (Pinnacle-managed assets for the co-client group were reported at about $53 million). The firm bundles financial planning with investment advisory services and relies on model portfolios, independent manager allocations and custodial platforms to implement investment strategies through Pinnacle and third‑party managers. For retirement plan sponsors R&M provides non‑discretionary fiduciary consulting under ERISA (and may be engaged as an investment manager under Section 3(38) where specified), and it monitors and recommends investment options rather than making unilateral trading decisions. R&M is noteworthy for its ownership ties to a local CPA practice (shareholders are owners/employees of Robert J. LeHew & Associates), a configuration that the firm discloses when recommending non‑investment implementation professionals. The firm also emphasizes services that are uncommon among its peers — pension consulting, selection and ongoing oversight of independent managers, and functioning primarily as a referral/co‑advisor to an SEC‑registered manager rather than as the direct asset manager.

To learn more about the advisors currently working at R & M Consultants, Ltd., 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.

Name	Location	Years of experience
Maureen O'hara Ganz	Mansfield, OH	25

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