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About Us

Our Story

At RMB Financial, our founder, William J. Pittman, has dedicated his career to the financial industry and recognized the need for a more client-centric approach. Inspired by his late sister, Marybeth, he established our independent financial planning firm to provide holistic and unbiased services to our valued clients.

By putting the client first, we ensure that we always act in their best interest, regardless of where they are in their financial planning journey. Whether you are just starting out or have been diligently saving for years, our firm takes a comprehensive view of your financial situation to address all your questions and concerns.

We are passionate about helping individuals like you achieve their financial goals. Contact us today and let us discover how we can assist you on your financial journey.

Our Primary Purpose

We have witnessed the power of a collaborative team approach in helping clients navigate the complexities of the financial services landscape. Over the years, we have seen firsthand that clients with diverse needs benefit greatly from the expertise and collective wisdom of our team. By pooling our knowledge and experience, we are able to provide comprehensive solutions that address the unique challenges our clients face in today's intricate financial world.

Our Primary Purpose

We cordially invite you to discover and experience the extraordinary power of our comprehensive services at RMB Financial. We firmly believe that seeking opinions from diverse sources, with varied backgrounds, education, and experience, can provide far-reaching benefits for our esteemed clients.

We understand that there is no one-size-fits-all strategy when it comes to financial planning. That's why we dedicate our undivided attention to each client, from initial planning to execution and follow-up. With a proactive approach, we strive to help you develop a tailored strategy that addresses your unique financial goals and objectives, utilizing the most efficient methods available.

At RMB Financial, we are committed to anticipating and addressing the challenges you may encounter along your financial journey. Our aim is to keep you on track towards a meaningful and purpose-driven financial future.

We encourage you to explore the wealth of resources available on our user-friendly website. If you have any questions or require further information, please do not hesitate to reach out to us via email or phone. We eagerly look forward to the opportunity to connect with you and discuss how we can help you achieve financial success.

Knowledge is power.

Intelligent and well-considered decisions are the bedrock of financial success. As you approach retirement, making sound choices becomes even more crucial as they directly impact your goals and the financial security of your future. We understand that for many, navigating the various aspects of personal finance can be intimidating. From investments to retirement planning to insurance, the multitude of decisions can feel overwhelming. However, with our guidance and expertise, we aim to simplify this complex landscape and empower you with the knowledge and confidence needed to make informed decisions that align with your aspirations.

Client Centered

At RMB Financial, our team of dedicated financial professionals is committed to assisting individuals like you in creating tailored solutions for your retirement assets. By gaining a comprehensive understanding of your risk tolerance, time horizon, and goals, we can develop a personalized program that effectively balances investment strategies while prioritizing the preservation of your principal.

We recognize that the current economic landscape presents unique challenges. However, we firmly believe that amidst these challenges lie numerous opportunities and potential rewards. By working closely with our clients, we diligently evaluate these opportunities to ensure that we can seize the rewards together.

We encourage you to explore the wealth of information available on our website. Should any queries arise, please feel free to reach out to us via email or contact our office directly. We eagerly await the chance to address your questions and guide you towards a prosperous financial future.

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