Broker Check

Our Financial Services Firm

How We Define A Good Client Fit:

We may be the right fit for you if...

  • You are looking for someone to act as your personal chief financial officer (CFO)
  • You are looking for comprehensive, independent advice instead of a sales pitch for the product of the month
  • You prefer to enjoy other aspects of your life besides spending the time necessary to understand investing, taxes and estate tax
  • You are retired, or within 5 years of retirement
  • You are a high net worth individual with at least $500,000 of investable assets

We may not be the right fit for you if...

  • You are looking to outperform your neighbor (e.g. you are a “performance junkie”)
  • You do not listen to other professionals (e.g. you continue to smoke when your doctor had diagnosed you with emphysema)
  • You want to try to “time” the market
  • You are looking for the five hot investments to buy NOW!
  • You are looking for another financial professional when you already work with two or three
  • You are unwilling to disclose your financial questions or concerns
  • You are only focused on the short term

* We do not accept shared accounts. We take responsibility for the management of your retirement portfolio. We do not accept shared accounts for the same reason you would not have two family doctors — conflicting advice can potentially produce disastrous results. Financial planning consulting services are provided through RMH Advisors, LLC, a registered investment advisor and a separate entity from LPL Financial.  Fee-based financial planning services and securities offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. No strategy ensures a profit or protects against loss.

Financial Planning FAQs

Retirement Planning

Retirement Planning


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Pre-Retirement

Pre-Retirement


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Widow(er) or Divorcee

Widow(er) or Divorcee


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Medical Professionals

Medical Professionals


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Business Owners

Business Owners


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