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 |
|---|---|---|
Mansfield, OH
| 25
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")