Value-based culture

RPA financial advisors act with integrity, respect and responsiveness. Our decades of experience and public sector focus underscore our profound understanding and commitment to you—the people who make our communities work. We meet with you face-to-face, year after year, helping you navigate the road to retirement and beyond.

Comprehensive financial services

On the road to retirement there are many detours, such as purchasing a home or sending children to college. Then, during retirement, you face the challenge of managing your savings to provide income for 20, 30, even 40 years. RPA financial advisors deliver:

• Retirement Planning and Counseling
• Investment Advice
• Roth and Traditional IRAs
• Fee-based Managed Accounts
• Mutual Fund Investing
• Annuities and Insurance
• College and Education Savings Plans

Wealth management solutions

RPA’s clients have access to the same high-quality investment advice and wealth management solutions previously available only to $1 million+ investors. We bring Wall Street-level service to Main Street. Let us help you manage your money. Our services include:

• Personal Financial Analysis
• Asset Allocation Modeling
• Unbiased Investment Manager Selection
• Personal Portfolio Management
• Consolidated Reporting
• Fee-Based Compensation

Let’s talk: 877.284.6837