A complete list of active advisors currently associated with RFM Financial Solutions, LLC
Warmer can help you find a great advisor at RFM Financial Solutions, LLC or one who fits your needs even better.
RFM Financial Solutions serves individual investors (including high-net-worth clients), pension and retirement plan sponsors, corporations, and charitable organizations with portfolio management, pension consulting, financial planning, and more limited consulting engagements. Its investment management focuses on constructing client-specific investment policies and primarily implementing those policies using no-load mutual funds and ETFs, with services available on both discretionary and non-discretionary bases. The firm develops client goals and risk profiles through personal discussions and applies fundamental analysis and mutual fund/ETF evaluation in building long-term portfolios; it typically transitions existing individual stock holdings into fund-based allocations over time. Client accounts are reviewed at least quarterly and clients may impose investment restrictions while retaining ownership and control over proxies and other corporate actions. RFM Financial Solutions is wholly owned by an affiliated public accounting firm, an arrangement that the brochure identifies as a source of reciprocal referrals between the accounting and advisory practices while stating there are no referral-fee arrangements and no obligation for clients to use both firms. A senior adviser at the advisory firm is also a partner in the accounting firm and spends a substantial portion of their time on accounting activities, and the firm provides ERISA-focused educational support for self-directed retirement plan participants—features that distinguish its business model from many peers.
To learn more about the advisors currently working at RFM Financial Solutions, 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.
Name |
Location |
Years of experience |
|---|---|---|
Midland, MI
| 2
| |
Mt. Pleasant, MI
| 4
| |
Mt. Pleasant, MI
| 15
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")