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The Ross & Mary Hunt, Inc. difference!
Fee-Based, Independent Financial Planning*
Ross & Mary Hunt, Inc. is defined by independence, objectivity, experience and our unique holistic, values-based approach to planning. You won’t experience the hard sell here. Instead, our job is to evaluate your current financial situation, discuss your financial goals with you and create a plan designed to help meet those goals, making use of appropriate financial strategies.

Independence

We value our independence. We are breaking the traditional role of a transactional (sales-driven) advisor for a long term relationship-based experience. Our practical approach to problem solving is not based on what products we can sell, rather on innovative & unique tools and techniques that are tailored specifically to each client’s fact pattern.
*Through RMH Advisors, LLC (a registered investment advisor) we offer clients fee-only financial planning and consulting services. When implementing a plan, clients may use Ross & Mary Hunt, Inc., who are properly licensed and compensated for services via a combination of fees and/or commissions through LPL Financial, a registered broker/dealer, member FINRA/SIPC. All compensation arrangements are fully disclosed up-front so that you understand where our fees and revenues come from.
Objectivity
 
As a CERTIFIED FINANCIAL PLANNER ™, Ross places objectivity at the center of the planning process.
His job is to objectively assess your financial situation and recommend the best financial strategies to carry out your individualized plan of action. LPL Financial places no pressure on him to promote proprietary investment products, so then he can concentrate on exactly what our clients need and more importantly, what they want – genuinely unbiased financial advice.
"Values-Based" Approach
We provide full-service wealth management for our clients using a "Values-Based" financial planning process. This includes the four traditional, key areas of financial planning: discovery, analysis, implementation and monitoring. However, at Ross & Mary Hunt, Inc., we overlay onto this process a holistic view that incorporates your core beliefs (your inner values) and then applies it to your overall unique situation. We then recommend strategies based upon your values and beliefs, which in turn leads to a much more fulfilling result. Once our initial collaboration has been completed, we then work together and periodically revisit your plan (again, based on your priorities and goals) and recommend any adjustments indicated to help you pursue a productive, rewarding & financially secure retirement.
Consulting services offered through RMH Advisors, LLC, a registered investment advisor. Securities offered through LPL Financial, member FINRA/SIPC.
Experience
 
For more than three decades, Ross has dedicated himself to parterning with his clients to pursue their retirement dreams. He founded his financial planning practice immediately upon graduating from Miami University, in Ohio, in 1982. His extensive experience and vigorous on-going education in the areas of financial planning, retirement planning, IRA and 401k income planning, estate planning and investment theory place him among the elite – an advisor who combines experience and education to provide holistic planning services to clients across the country, with large concentrations in Southern California & Central Ohio.