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Services

Retirement Planning

Investment Portfolio Management

Estate Planning

Life Insurance

Medicare Planning

Education Planning

Social Security Planning

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Financial Planning

To Meet Any Goal, One Must Start With A Plan

My goal is to help you meet your financial objectives based on your individual situation and circumstances.

Track Your

Investments

Keep an eye on your investments through our client portal. Whether you're just starting out, or have experience with investing, it's a good idea to keep track on their progress.

Integrity
Transparency
Trust
Commitment

Core Values

The Values I Stand For

Committed To Service

I measure my success by how well I help clients to meet their financial goals and I am passionate in fulfilling this responsibility

​I serve in a fiduciary capacity to act solely in the best interests of my clients

I am responsive to clients and communicate with them on a regular basis regarding their personalized plan

I conduct investment portfolio reviews at least semiannually with clients and more frequently when circumstances dictate

I will not invest a client's money in any investment that I would not make for myself or a family member with the same investment objective and circumstances

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Rob Rittenhouse, CFP®, CFA

I am a CFP® (CERTIFIED FINANCIAL PLANNER™) professional and I am a Chartered Financial Analyst charter holder. Those two credentials are among the most distinguished credentials within the financial planning field.

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It is a great honor and a privilege to have other people entrust me with their financial futures. My expertise and experience make me well qualified to meet the challenges of this uniquely awesome responsibility.

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