A complete list of active advisors currently associated with Reh Wealth Advisors LLC

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

The firm provides discretionary and non-discretionary investment management, financial planning (fixed-fee and hourly), and ongoing employee benefit plan consulting to individuals, high-net-worth clients, and employer-sponsored pension and profit-sharing plans. It manages roughly $110 million in client assets across a relatively small client base and handles both household-level planning and plan-level advisory engagements. Investment decisions are driven by a goals- and risk-based asset-allocation process, with a primary emphasis on passive management using index mutual funds and ETFs and periodic rebalancing; fundamental and technical analysis are also used as needed. For retirement-plan clients the firm offers plan design support, investment option review, participant education, and annual monitoring, and it accepts fiduciary responsibilities under ERISA when designated in the consulting agreement. What distinguishes the firm from many solo independent advisers is its explicit work with pension and profit-sharing plans and provision of retirement-plan consulting services—an uncommon service set for firms of this size. The firm also routinely directs custody to a single qualified custodian and maintains a stated account minimum (which may be waived), practices that influence how it implements and administers both individual and plan relationships.

To learn more about the advisors currently working at Reh Wealth Advisors 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.