We believe that client-centered financial advice recognizes and honors the uniqueness of each client.
Our advisory process involves:
Empathetic listening to each client's hopes, dreams and fears, learning not only their objectives but their underlying values as well
Rendering objective advice based on our education and professional experience, appropriate to each client's situation
Treating our clients fairly, as we would a member of our family
Earning, over time, your trust and respect in our decision-making ability and efforts on your behalf
RBP Investment Advisors Inc. is an independent, fee-only, SEC-registered investment advisory firm. Being independent and fee-only helps ensure unbiased financial planning recommendations and allows us to focus on long-term relationships, not financial product sales. Achieving your financial goals is our mission.