A complete list of active advisors currently associated with RLB Financial

Warmer can help you find a great advisor at RLB Financial or one who fits your needs even better.

RLB Financial provides discretionary investment management and financial planning services to individuals and high‑net‑worth clients, supporting more than 600 client relationships and reporting roughly $174 million in assets under management across three advisors. The firm delivers periodic portfolio reviews (at least quarterly) and relies on custodians to provide written account statements and trade confirmations directly to clients. RLB builds client‑specific investment policy statements and tailors asset allocation, security selection, and risk tolerance to each client, and may engage third‑party money managers or model portfolios to implement strategies. The firm offers comprehensive financial planning reviews covering topics such as estate planning, taxes, retirement income, insurance, and coordinates with client‑engaged professionals (attorneys, accountants, tax preparers) as needed. Notably, RLB operates with a high client load per advisor (roughly 200+ clients per advisor), routinely uses third‑party platforms and sub‑advisors (including SEI model programs and relationships with providers such as AssetMark) and discloses that it shares in fees from some third‑party managers. The firm’s managing member also conducts an affiliated insurance practice and may offer insurance products outside the advisory entity; that affiliation and the revenue arrangements with third‑party managers are disclosed and identified as potential conflicts of interest in the brochure.

To learn more about the advisors currently working at RLB Financial, 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.