A complete list of active advisors currently associated with Rauch Advisory LLC

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

Rauch Advisory LLC provides tailored investment advice and ongoing asset management to individual and high‑net‑worth clients, alongside financial planning and retirement‑plan consulting services. The firm operates with three advisors and manages roughly $44.6 million on behalf of about 153 clients. For discretionary program accounts, Rauch allocates client assets among third‑party manager strategies and model portfolios implemented by a sub‑advisor while monitoring suitability and serving as the primary client contact. Financial planning and retirement consulting are typically delivered on a non‑discretionary basis via written plans or consultations, and the firm takes an educational approach to rollovers in line with Department of Labor guidance. The firm is noteworthy for sponsoring its own wrap‑fee program — a structure that is uncommon among similar supported firms — and for its affiliation with insurance businesses; several advisory personnel are licensed insurance agents who may offer insurance products and receive commissions, a potential conflict the firm discloses and manages through policies and procedures. Rauch also maintains multiple branch offices and includes advisors with exit‑planning and business‑consulting activities, giving it a broader mix of services than many peers of similar size.

To learn more about the advisors currently working at Rauch Advisory 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.