A complete list of active advisors currently associated with RAI Wealth Management

Warmer can help you find a great advisor at RAI Wealth Management or one who fits your needs even better.

RAI Wealth Management provides discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, trusts and estates, employer‑sponsored retirement plans, and charitable organizations. Services include portfolio construction primarily using mutual funds and ETFs, retirement-plan advisory and participant education, and ongoing monitoring and review. The firm pursues a long-term, total‑return approach implemented through strategic asset allocation, quarterly rebalancing, and the use of no‑load or load‑waived mutual funds and ETFs; it also offers financial planning and ad hoc consultations tied to client objectives. RAI supplements its in‑house management with third‑party model portfolios and tax‑management tools via a model marketplace and, on a legacy basis, allocates certain client assets to unaffiliated independent managers and may employ specialized products (for example, leveraged/inverse or interval vehicles) when considered appropriate. Notable distinctions include an ongoing affiliation with another registered investment adviser that is transitioning client relationships to RAI, and continued accommodation of legacy accounts and manager arrangements from that transition. The firm also uses multiple custody platforms and participates in referral and model marketplace arrangements with outside providers, disclosures it maintains to address the resulting conflicts of interest.

To learn more about the advisors currently working at RAI Wealth Management, 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.