Chesapeake, VA Office

Updated today

Rauch Advisory LLC

Supported

Firm-wide stats for Rauch Advisory LLC

Total advisors

Across 3 offices

Clients per advisor

51 Typical

Avg AUM per client

$287,919 Very Low

HNW client ratio

5% Very Low

About

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.

Based on Rauch Advisory LLC

Expertise

Business exit / sale strategy Retirement income strategy Entity structure planning (LLC, S-Corp)

Based on Rauch Advisory LLC

Occupation focus

Founder/Business Owner Executive

Based on Rauch Advisory LLC

Location

1407 Stephanie Way, Suite C

Chesapeake VA 23320

Advisors at this office

Stephen B

Series 65

Chesapeake, VA

Rauch Advisory LLC

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.

Business exit / sale strategy Retirement income strategy Entity structure planning (LLC, S-Corp) Founder/Business Owner Executive

View complete list of advisors at this office

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support