A complete list of active advisors currently associated with RTB Wealth Advisors, LLC

Warmer can help you find a great advisor at RTB Wealth Advisors, LLC or one who fits your needs even better.

The firm provides investment advisory and comprehensive wealth management to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans, offering discretionary portfolio management, financial planning and stand‑alone planning engagements. It also provides retirement‑plan advisory services and acts in a fiduciary capacity for ERISA plans. The investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios constructed from low‑cost mutual funds and ETFs and, where appropriate, individual stocks, bonds, alternative investments and specialty products such as buffered and leveraged ETFs. The firm may implement strategies through unaffiliated independent managers, conducts ongoing monitoring and periodic reviews, and allows clients to place reasonable investment restrictions. Noteworthy distinctions include an affiliation with an insurance agency whose licensed advisory personnel may receive commissions for insurance sales—a disclosed conflict of interest—and an emphasis on pension consulting and 3(21) retirement‑plan services (vendor analysis, IPS design, benchmarking, participant education and ERISA 404(c) assistance), which is uncommon for firms of this type. The firm is newly formed with no reported client assets as of the most recent filing, discloses other non‑advisory activities (insurance sales, a rental property entity and published works), and maintains institutional relationships with custodians (Charles Schwab and Altruist) that provide operational support.

To learn more about the advisors currently working at RTB Wealth Advisors, 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.