A complete list of active advisors currently associated with Rehoboth Financial Planning, Inc.

Warmer can help you find a great advisor at Rehoboth Financial Planning, Inc. or one who fits your needs even better.

Rehoboth Financial Planning, Inc. is an independent advisory firm that provides ongoing portfolio management and financial planning primarily for individual clients. The firm prepares individualized Investment Policy Statements, may use model allocations tailored to client needs, and manages accounts on a discretionary basis for roughly 230 clients with about $17.5 million in assets under management. The firm’s investment approach emphasizes fundamental analysis and a long-term trading horizon, with primary recommendations in equities, ETFs, and mutual funds and occasional use of fixed income and insurance products such as annuities. Accounts are monitored regularly and reviewed at least quarterly, while financial planning services are generally delivered as a one-time plan with additional work available for a fee. A noteworthy feature is that a supervised person at the firm is a licensed insurance agent and tax preparer, and the firm discloses it may receive commission-based compensation for insurance and annuity sales, creating a potential conflict of interest that is documented for clients. The firm also requires clients to custody assets at Altruist Financial LLC and discloses the possibility of receiving soft-dollar research or services from custodians, which it considers when selecting brokers.

To learn more about the advisors currently working at Rehoboth Financial Planning, Inc., 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.