Proven financial planning and investment services.


Our trusted investment advisors and financial planners consult 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

More than 90 years of time-tested 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.