A complete list of active advisors currently associated with RHL Group, LLC
Warmer can help you find a great advisor at RHL Group, LLC or one who fits your needs even better.
RHL Group, LLC serves individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, charitable organizations, and business entities, providing wealth management, discretionary and non-discretionary investment management, financial planning, and retirement plan consulting. The firm reports $155,145,000 in assets under management, three advisors, and roughly 350 clients, and offers specialized services such as variable annuity management and 529 plan oversight. The firm’s stated investment philosophy emphasizes prudence and a long-term approach, combining technical indicators with elements of modern portfolio theory and a structured four-step process (analyze goals, set policy/asset allocation, construct portfolios, and ongoing monitoring). RHL delivers both standalone financial plans and integrated wealth management, and may use a mix of passive and active funds, alternatives, options strategies, and margin as appropriate to client objectives; as of December 31, 2025 the firm reports all assets managed on a discretionary basis. Notably, several of RHL’s supervised persons are licensed insurance agents who receive external commissions for insurance product sales, a practice the brochure discloses and describes as a potential conflict of interest with mitigation procedures; this insurance brokerage activity is relatively uncommon among peers. The firm also acts as a limited-scope ERISA 3(21) fiduciary for retirement plans with specified excluded asset types and maintains an institutional custody relationship requiring clients to use Schwab Advisor Services, which the brochure identifies as providing additional products and services that may benefit the firm.
To learn more about the advisors currently working at RHL Group, 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 |
|---|---|---|
Holly, MI
| 1
| |
Holly, MI
| 27
| |
Holly, MI
| 33
|
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