Rockville, MD Office
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RMG Advisors
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About
RMG Advisors provides discretionary investment management and financial planning to individual and high-net-worth clients, managing roughly $200 million in client assets with a small advisory team. Beyond standard portfolio management, the firm offers specialized services including divorce-related financial planning and mediation, federal employee retirement advising, variable annuity sub-account oversight, and project-based work such as multi-generational and special needs trust planning.
The firm emphasizes asset allocation and diversification, using SEI Asset Allocation Models and SEI-platform sub-advisors to implement client portfolios while conducting due diligence on those managers and monitoring allocations over time. RMG manages accounts on a discretionary basis, allows clients to impose reasonable restrictions, and coordinates with third-party managers and custodians as part of its ongoing review process.
Noteworthy features include a long operating history dating back to 1965 and dedicated capabilities for divorce mediation and detailed federal retirement benefit guidance—services that are relatively uncommon for similarly sized advisory teams. The firm directs clients to the SEI Private Trust Company custodial platform to access its chosen models and institutional services and maintains a written Code of Ethics with advisers holding CFP credentials.
Based on RMG Advisors
Expertise
Based on RMG Advisors
Location
14 South Adams Street
Rockville MD 20850
Advisors at this office
2
Advisors at this office
Thiago G
Series 66
Rockville, MD
RMG Advisors
Thiago Glieger is a financial advisor at RMG Advisors with nine years of industry experience. He holds the Series 66 designation and has worked at firms including H. Beck, Inc. and Grove Point Investments. Since 2020, he has contributed as an author to FedSmith.com, an online resource for federal employees. RMG Advisors serves individual and high-net-worth clients with discretionary investment management and financial planning, specializing in areas such as divorce-related financial planning, federal employee retirement planning, and oversight of variable annuity and life-insurance sub-accounts. The firm emphasizes asset allocation and diversification through SEI Asset Allocation Models and sub-advisors, managing approximately $137 million for about 174 client households with a two-advisor team.
Jamie L
CFP®, Series 63
Rockville, MD
RMG Advisors
Jamie Lapin is a CFP® with 41 years of industry experience, currently serving as an advisor at RMG Advisors in Rockville, MD. His prior experience includes roles at Grove Point Financial, LLC and Family Law Software. He has been active in the financial advisory field since 1986. RMG Advisors manages approximately $137 million for about 174 client households, offering discretionary investment management and financial planning services. The firm focuses on niche planning areas such as divorce-related financial planning and federal employee retirement planning, utilizing SEI Asset Allocation Models and sub-advisors to implement diversified client portfolios.
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