A complete list of active advisors currently associated with RPR Financial

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

RPR Financial provides investment management, financial planning, and ERISA plan consulting to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and trusts. The firm offers discretionary portfolio management, model asset allocation strategies, and financial planning, and it may refer clients to its affiliate RPR Financial P.A. for CPA, accounting, and tax preparation services. The firm follows a value‑oriented investment approach that targets good‑quality, out‑of‑favor stocks using measures such as book value, cash flow, low debt, and insider ownership, while also incorporating fixed income, ETFs, independent managers, and model portfolios across conservative to aggressive risk profiles. RPR Financial uses quantitative optimization and third‑party software in its analysis and may employ option strategies (including covered call writing), hedging, and municipal bond allocations as appropriate to client objectives and tax considerations. Compared with many peer teams, RPR Financial’s affiliation with an in‑house CPA practice and its disclosed receipt of referral fees for accounting services is a distinctive feature, and several advisory professionals are licensed insurance agents who may receive commission-based compensation for insurance products. The firm also provides a broad suite of ERISA services—ranging from non‑discretionary 3(21) consulting to discretionary 3(38) fiduciary implementation and plan oversight—which expands its service mix beyond typical individual portfolio management.

To learn more about the advisors currently working at RPR 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.