A complete list of active advisors currently associated with RM Financial Services, LLC
Warmer can help you find a great advisor at RM Financial Services, LLC or one who fits your needs even better.
RM Financial Services provides discretionary investment management, financial planning, and retirement/pension consulting to individuals (including high‑net‑worth clients), trusts, estates, charities, pension plans and businesses. As of December 31, 2025, the firm reported managing approximately $236.7 million on a discretionary basis and an additional $8.66 million on a non‑discretionary basis. The firm builds customized, primarily long‑term portfolios using mutual funds, ETFs (including bond and leveraged ETFs), individual stocks, bonds and alternative investments, applying both fundamental and technical analysis and an internal due‑diligence process. RMFS notes it will select mutual fund share classes to address custodial, tax or trading constraints (sometimes choosing share classes with higher internal expense ratios to avoid trading costs) and may use short‑term trades, cash positions or reallocation to meet client objectives. RMFS offers pension consulting and plan‑level services to employee benefit plans and their participants, including Plan investment policy development and participant education, and may serve state or municipal plan sponsors — a client type the firm identifies that is less common among peers. The firm is affiliated with Bookkeeping Plus, Inc. for accounting/bookkeeping services, and several supervised persons also operate as registered representatives of Purshe Kaplan Sterling Investments and as licensed insurance professionals, arrangements the brochure discloses as expanding services while creating potential conflicts of interest.
To learn more about the advisors currently working at RM Financial Services, 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.
You can also browse RM Financial Services, LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Delray Beach, FL
| 27
| |
Falmouth, ME
| 6
| |
Falmouth, ME
| 33
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)