A complete list of active advisors currently associated with RChristianFinancial Consultants, LLC "The Clients Fiduciary"
Warmer can help you find a great advisor at RChristianFinancial Consultants, LLC "The Clients Fiduciary" or one who fits your needs even better.
RChristian Financial serves individual clients (including high‑net‑worth individuals), corporations and other business entities, and retirement plan sponsors and participants. The firm provides discretionary asset management, comprehensive financial planning, retirement plan advisory (fiduciary and non‑fiduciary) and the selection and monitoring of third‑party money managers. The firm’s investment process emphasizes fundamental analysis and portfolio construction that blends long‑term buy‑and‑hold strategies with income and growth objectives, while permitting occasional shorter‑term trading as appropriate to client goals. It manages client accounts on a discretionary basis, integrates separately managed account solutions, and uses an electronic planning platform to consolidate client holdings for holistic financial planning. Noteworthy for a firm of this type, RChristian Financial offers a subscription‑style electronic planning service and is affiliated with an insurance agency through which insurance products (life, disability, long‑term care and fixed annuities) are offered; the adviser is licensed to sell those products and devotes a substantial portion of professional time to insurance activities. The firm also provides retirement plan services to sponsors and participants (including IPS development and default investment selection), and these relationships and potential dual‑compensation arrangements are disclosed in the brochure to address related conflicts of interest.
To learn more about the advisors currently working at RChristianFinancial Consultants, LLC "The Clients Fiduciary", 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.
Name |
Location |
Years of experience |
|---|---|---|
Athens, GA
| 18
|
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