Who We Serve

What Makes RMB Different

RMB Financial strives to grow your wealth and protect what is most important to you and your family. We provide guidance so that you can live your best life now and well into the future.

At RMB, we truly put our clients first and offer professional, knowledgeable, and objective advice in an approachable way. We’re here to answer any question you have and guide you to a secure financial future. We work for you and only you!

Not only do we do what’s right by our clients because it’s the right thing to do, but we are also fiduciaries which means that we have a legal obligation to only make recommendations that are in your best interest. We believe this high level of service and care are unique in our industry and really set us apart.

Solutions We Provide

Because we offer comprehensive financial planning, we help clients with a number of concerns, from insurance planning to retirement planning and everything in between. 

Some of the most common questions we can help our clients answer include:

• When can I afford to retire?
• How much do I have to save to be able to afford my lifestyle in retirement?
• My spouse passed away. What should I be doing to manage my finances?
• Do I need life insurance?
• What is my risk tolerance?
• Are my investments aligned with my risk tolerance?
• Should I cash out/diversify my concentrated stock positions?
• How can I leave a lasting legacy for my family?
• Can I afford to give back to the charity I love?
• What insurance needs do I have?
• How can I minimize taxes?
• Will my special needs child be taken care of after I’m gone?

We work with a wide range of clients but specialize in special needs planning and financial planning for veterans and their families. William is a veteran and has family with special needs circumstances himself, so he understands the unique financial planning needs these markets face.