A complete list of active advisors currently associated with RR Financial Management LLC

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

RR Financial Management LLC provides investment portfolio management and financial planning to individuals and trusts, as well as to pension and retirement plan sponsors and business entities, including nonprofit and governmental agencies. The firm’s services described in the brochure include individual investment, college, retirement and estate planning, pension consulting for plan sponsors, and occasional educational seminars or workshops. The firm constructs client-specific investment policy statements and manages assets on a discretionary basis, using both fundamental and technical analysis and periodic rebalancing. Its approach explicitly incorporates tax and accounting considerations into planning and investment decisions, reflecting the principal’s background in tax and financial accounting and experience serving as an acting or appointed financial officer for entities. The brochure notes an affiliation with a licensed CPA practice in which the firm’s sole member is the sole shareholder, and it discloses limits on referrals from assurance clients to preserve auditor independence. For a newly organized, single-adviser firm, the stated client mix and service scope—pension plan sponsors, corporate/nonprofit and governmental clients, pension consulting engagements, and public workshops—is broader than is typical for peers.

To learn more about the advisors currently working at RR Financial Management 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.