A complete list of active advisors currently associated with Rechter Wealth Management, LLC

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

Rechter Wealth Management provides financial planning and fee-based portfolio management primarily to individual clients and, on occasion, to small businesses, non-profits, trusts, and estates. The firm offers written financial plans (hourly engagement) and ongoing AUM-based portfolio management services. The firm implements multi-asset class portfolios built largely from no‑load and load‑waived mutual funds and follows an asset‑allocation and rebalancing discipline tailored to each client’s objectives, risk tolerance, and time horizon. All portfolio trades are non‑discretionary — RWM places buy/sell orders only after obtaining client approval — and clients receive regular reviews, including custom benchmarks and five‑year back‑testing analyses. Noteworthy features include the firm’s exclusive non‑discretionary operating model (all assets are managed without trading authority) and a small advisory team overseen by a CFP‑designated owner with an in‑house compliance officer. RWM primarily uses Fidelity Institutional for custody and trading and restricts its ongoing portfolio management to accounts held there, while offering planning-only services for clients who choose other custodians.

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