A complete list of active advisors currently associated with Ruedi Wealth Management, Inc.

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

Ruedi Wealth Management serves individuals (including high-net-worth clients), trusts and estates, pension and profit-sharing plans, and corporations, typically working with clients at or above its $1,000,000 minimum (which it may waive in its discretion). The firm offers discretionary portfolio management, financial planning (provided to clients at no additional cost and also available on a standalone paid basis), and management of held-away defined contribution participant accounts through the Pontera platform. The firm uses a buy-and-hold investment approach implemented primarily with passively managed mutual funds and exchange-traded funds, building diversified allocations to capture exposures such as large- and small-cap, value, international, emerging markets, and real estate while periodically rebalancing. Ruedi incorporates model outputs into its decision process but emphasizes professional judgment, performs opportunistic tactics like tax-loss harvesting, and monitors portfolios for alignment with client objectives. Compared with peers, Ruedi discloses that it permits borrowing in separately managed accounts, a practice that is relatively uncommon among comparable team firms, and it directly debits advisory fees from client accounts (which the brochure describes as a form of limited custody). The firm manages roughly $498 million with a five-advisor team across three offices, and its brochure notes it does not charge performance-based fees or engage in side-by-side management.

To learn more about the advisors currently working at Ruedi Wealth Management, 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.