A complete list of active advisors currently associated with R & R Financial Planners, Inc.

Warmer can help you find a great advisor at R & R Financial Planners, Inc. or one who fits your needs even better.

R & R Financial Planners, Inc. advises individual clients — including high-net-worth individuals, retirement plan participants, trusts and privately held entities — on investment management and financial planning matters. The firm provides discretionary portfolio management, financial planning, third-party money manager selection, and annuity product management alongside brokerage-accessible transactions. The adviser runs client accounts across multiple platforms and custodians, using model-driven asset allocation or individually managed portfolios that may include equities, fixed income, mutual funds, ETFs and derivatives; accounts are subject to regular suitability reviews and automated or manager-led rebalancing. Client engagement begins with a fact‑finding process to document goals, risk tolerance and financial circumstances, and the firm monitors and adjusts portfolios on an ongoing basis. Distinctive features include an affiliation with a broker‑dealer and dual‑registration of some staff, which enables the firm to offer commissionable brokerage and insurance products in addition to fee-based advisory services, and to participate in third‑party wrap programs and share in program fees. The firm also uses listed options and other derivatives in separately managed accounts and maintains licensed insurance agents for annuities and insurance sales; the brochure discloses these arrangements and the firm’s supervisory and disclosure practices to address related conflicts of interest.

To learn more about the advisors currently working at R & R Financial Planners, Inc., 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.