A complete list of active advisors currently associated with Rise Retirement, LLC

Warmer can help you find a great advisor at Rise Retirement, LLC or one who fits your needs even better.

RISE Retirement provides discretionary and non‑discretionary portfolio management, comprehensive financial planning, and retirement-plan fiduciary services to high‑net‑worth individuals and business clients. The firm reported about $71.6 million in assets under management as of December 2024, with a mix of discretionary and non‑discretionary mandates. The firm’s investment process draws on fundamental and technical methods — including charting and cyclical analysis — to tailor strategies to each client’s goals, risk tolerance, and time horizon, and may incorporate long‑term positions, shorter‑term trading, and options where appropriate. Accounts are reviewed at least quarterly and financial plans are delivered on a timeline generally targeted at six months, contingent on client-provided information. RISE’s structure includes several operational affiliations and service features that are less common among peers: it is connected with a third‑party administrator that provides pension administration and compliance services to certain clients, operates an affiliated insurance agency through which licensed associated persons may place insurance products, and offers public educational seminars and workshops. The firm also arranges tax and accounting support for clients through subcontractors and maintains a small two‑advisor team serving roughly 100 client relationships, concentrating retirement‑plan and individual services within a compact advisory platform.

To learn more about the advisors currently working at Rise Retirement, 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.