A complete list of active advisors currently associated with Rachor Investment Advisory Services, LLC

Warmer can help you find a great advisor at Rachor Investment Advisory Services, LLC or one who fits your needs even better.

Rachor Investment Advisory Services serves individuals (including high‑net‑worth clients), trusts, qualified retirement plans, charitable organizations, and businesses by providing personalized discretionary and non‑discretionary investment advisory services. The firm offers a Diversified Strategy implemented primarily with ETFs and mutual funds and a Concentrated Strategy delivered through third‑party private money managers, and includes financial planning services such as lifetime cash‑flow projections at no additional charge. Rachor’s Diversified approach relies on an evidence‑based allocation framework informed by Dimensional Fund Advisors research to set equity, fixed income, international, size, and factor exposures and emphasizes low‑turnover, ETF‑focused implementation. For portions of client portfolios that use the Concentrated Strategy, the firm conducts due diligence and recommends unaffiliated private money managers on a non‑discretionary basis; those strategies are typically less diversified, have higher turnover, and may employ leverage or shorting. A distinctive feature is that Rachor is licensed as a public accounting firm and provides limited tax planning and preparation to advisory clients at no additional charge, a practice the brochure notes can create an incentive to maintain the advisory relationship. The firm also regularly discloses performance information — including manager performance histories used in due diligence, client performance reports, and written hypothetical lifetime projections — and provides separate Part 2A disclosure for each recommended private money manager.

To learn more about the advisors currently working at Rachor Investment Advisory Services, 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.