A complete list of active advisors currently associated with Rhame & Gorrell Wealth Management

Warmer can help you find a great advisor at Rhame & Gorrell Wealth Management or one who fits your needs even better.

Rhame & Gorrell Wealth Management is a registered investment adviser operating as a team of 15 advisors managing approximately $1.323 billion for roughly 837 clients, serving individuals, high‑net‑worth clients, and business entities with financial planning, consulting and discretionary portfolio management. Services include ongoing portfolio management across mutual funds, ETFs, individual equities and fixed income, as well as retirement and estate planning advisory work. The firm primarily manages client assets on a discretionary basis and tailors asset allocation and investment selection to clients’ objectives, using in‑house Tactical Asset Allocation models overseen by an investment committee and the option to engage independent managers. Its investment program may employ long‑ and short‑term strategies, trading and options (typically for hedging), with continuous monitoring to align portfolios to each client’s risk tolerance and liquidity needs. A distinctive feature is an affiliated accounting practice, RG Tax LLC, through which the firm offers annual personal tax return preparation for clients who maintain $2 million or more in managed assets and, in many cases, will pay the associated tax‑return expense for one household—an arrangement the brochure discloses and treats as a potential conflict. The firm also documents referral relationships for separate legal estate planning services and notes that some supervised persons are licensed insurance agents, with policies in place to disclose and manage the related conflicts of interest.

To learn more about the advisors currently working at Rhame & Gorrell Wealth Management, 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.