Rauch Advisory LLC

Joseph Harris is a Series 65-licensed advisor at Rauch Advisory LLC in Fayetteville, NC, with one year of experience at the firm and White Horse Financial, Inc. He has held positions at the John Locke Foundation and several academic institutions, including the University of North Carolina at Pembroke and Central Carolina Community College. Harris has experience in education and nonprofit sectors in addition to financial advising. Rauch Advisory serves individual and high-net-worth clients through discretionary portfolio management within its wrap fee program, as well as non-discretionary financial planning and retirement plan consulting. The firm allocates client assets among third-party model strategies and offers services including investment planning, tax and estate considerations, insurance reviews, and business-owner consulting.

Eduardo De La Rosa is a financial advisor at Rauch Advisory LLC in Tampa, FL, with one year of industry experience. He holds a Series 65 designation and has been involved with BACASO Consulting LLC DBA Solid Ground Financial since 2013, where he provides insurance services, business consulting as a Certified Exit Planning Advisor, and Social Security timing advice. Outside of his advisory role, he also engages in strategic partnership consulting and online marketing activities. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships. The firm offers discretionary portfolio management through its Rauch Advisory Wrap Fee Program, as well as non-discretionary financial planning and retirement plan consulting, utilizing third-party model strategies implemented via a sub-advisory platform.

Stephen Burton is a financial advisor at Rauch Advisory LLC in Chesapeake, VA, holding a Series 65 designation with 10 years of industry experience. He has been with Rauch Advisory since 2015 and is also involved in multiple business ventures, including ownership of a marketing firm that assists business owners with growth and exit strategies. Rauch Advisory serves individual and high-net-worth clients, managing approximately 139 client relationships through its wrap fee program that utilizes third-party model strategies and ETFs. The firm provides discretionary asset management alongside non-discretionary financial planning and retirement consulting services, and it offers business-owner consulting and exit-planning services.