A complete list of active advisors currently associated with Rowe Consulting Group, LLC

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

Rowe Consulting Group provides investment consulting, manager search and selection, and asset-management oversight primarily to mid‑market defined benefit and defined contribution retirement plans, endowments, foundations, and individual clients. The firm reports one advisory professional, approximately $10.7 million in assets under management, and about 52 clients, and also offers hourly financial consultations and IPS preparation. The firm’s investment approach centers on a proprietary, quantitative domestic equity rotation methodology called Enhanced Dynamic®, together with strategic/dynamic asset‑allocation and ongoing manager review. Rowe emphasizes an “un‑bundling” model that selects independent service providers to reduce costs and conflicts, and it makes the Enhanced Dynamic® methodology available non‑discretionarily to other consultants and platforms. Rowe is affiliated with related entities that develop and license its proprietary methodology (Enhanced Investment Partners LLC and Rowpyn Investment Partners LLC), a structural arrangement it discloses and that is uncommon among similar supported firms. The brochure also discloses that one advisory representative has prior regulatory matters and a 2019 bankruptcy discharge, and the firm’s reported AUM and client mix indicate it does not hold substantial high‑net‑worth assets despite listing HNW clients among its target types.

To learn more about the advisors currently working at Rowe Consulting Group, 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.