There's no short-cut to experience.

As experienced investment professionals, we offer traditional brokerage and investment advisory services.

We focus on financial planning, wealth generation, wealth preservation and multi-generational strategies using non-proprietary products.

RMP provides customized, well-diversified portfolios utilizing individual stocks, bonds, ETFs and mutual funds.*


* Any investment involves risk, Including the possible loss of principal.

We advise on a variety of accounts including:

  • Individual
  • Partnership
  • Corporate
  • Uniform Gifts to Minors Act (UGMA)
  • Uniform Transfers to Minors Act (UTMA)
  • Trusts
  • Estates
  • College Savings
  • IRAs (Traditional & Roth)
  • 401k/403b
  • Simple & SEP IRAs