A complete list of active advisors currently associated with R&V Personal Finance, LLC

Warmer can help you find a great advisor at R&V Personal Finance, LLC or one who fits your needs even better.

R&V Personal Finance, LLC (RVPF) provides investment advisory and financial planning services to individuals, families, businesses, non-profit organizations, and certain institutional clients. Offerings include continuous discretionary portfolio management, project‑based and comprehensive financial planning, educational seminars and workshops, and personal income tax preparation in select states. The firm develops client‑specific investment policies and typically implements them using primarily passive portfolios of mutual funds and ETFs, while retaining flexibility to use active strategies when appropriate. RVPF manages accounts on a discretionary basis without using third‑party sub‑advisors and also supports held‑away retirement/participant accounts via a third‑party platform to facilitate institutional plan participant oversight. Distinctive aspects of the firm include its reported work with charitable organizations and other institutional clients, its regular delivery of educational programming (paid and pro‑bono, including a Right Start offering for young professionals), and targeted pro‑bono consultations for servicemembers and individuals affected by domestic violence. The firm also emphasizes integrated planning—covering tax, retirement, estate, student‑loan, and charitable giving considerations—alongside portfolio management for a modest client base and assets under management.

To learn more about the advisors currently working at R&V Personal Finance, LLC, 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.