A complete list of active advisors currently associated with RHP Wealth Management

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

RHP Wealth Management (Royal Harbor Partners, LLC) manages approximately $345 million in discretionary assets through a five-advisor team and serves individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm provides a range of wealth management services including discretionary investment management, financial planning, project-based engagements, a subscription-based planning offering, and retirement plan consulting. RHP’s investment approach is centered on diversified, tax-aware asset allocation informed by a semi‑efficient markets view and behavioral considerations; the firm offers five model strategies that range from conservative fixed‑income allocations to an aggressive, unconstrained multi‑asset option and may adjust balanced allocations modestly to reflect market opportunities. Portfolios are managed on a discretionary basis, often using model portfolios, and the firm supplements implementation by managing held‑away defined‑contribution participant accounts via the Pontera platform and by using Schwab’s institutional custody and trading services. The firm’s brochure discloses several features that are less common among similar teams: RHP uses testimonials and endorsements and advertises third‑party ratings in its advertising, and it highlights a tiered subscription service in addition to traditional advisory and ERISA fiduciary retirement consulting. The brochure also notes operational relationships with Schwab that provide non‑transactional support (software, trading desk access and related services) and the use of soft‑dollar research and model management tools in its investment process.

To learn more about the advisors currently working at RHP 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.