A complete list of active advisors currently associated with Rutherford Asset Planning, Inc.

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

Rutherford Asset Planning, Inc. provides discretionary investment management and a suite of family‑office services to individuals, trusts, estates and business entities, overseeing roughly $181 million across about 77 client relationships. The firm works with both high‑net‑worth and individual clients and offers services that include goals and cash‑flow planning, tax planning, estate planning, philanthropy support and other tailored family‑office functions. Investment decisions are driven by an asset‑allocation first approach and implemented through a mix of fundamental, technical, quantitative and qualitative analysis, with manager selection for mutual funds and ETFs where appropriate. Accounts are continually monitored and formally reviewed at least quarterly, with an emphasis on balancing risk and return rather than market timing. What distinguishes the firm from many peers is that a principal is a licensed attorney and the firm retains in‑house estate tax planning and tax return preparation capabilities, enabling closer coordination of legal, tax and investment work. The firm also provides operational family‑office tasks (such as check‑writing and donor/foundation administration) and recently amended its advisory offering to stop recommending alternative investments.

To learn more about the advisors currently working at Rutherford Asset Planning, 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.