A complete list of active advisors currently associated with RMP Financial, Inc.

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

RMP Financial, Inc. provides financial planning, consulting and asset management services to individuals, families, trusts, estates, charitable organizations and business entities. The firm reports managing roughly $22 million in client assets and offers discretionary portfolio management alongside hourly financial planning engagements. The adviser relies primarily on fundamental analysis to build customized, long-term portfolios that may include equities, ETFs, mutual funds, fixed income instruments and REITs, with periodic monitoring and rebalancing tied to market conditions and client needs. Investment decisions are guided by each client’s documented objectives, time horizon, risk tolerance and any client‑imposed restrictions. Noteworthy features include a limited client roster (14 accounts) relative to assets under management, semi-annual billing, a fee-only compensation model and a policy of not taking custody of client assets; the firm also does not aggregate trades for multiple accounts, which can affect execution and transaction patterns. The firm’s principal holds CFP certification and brings prior portfolio management and quantitative experience from work with a university endowment manager, a background that is less common among firms of similar size.

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