RMH Advisors, LLC (RMH Advisors) is a fee-based financial planning, registered investment advisor located in the wine country area of Southern California. Although we serve clients nationwide, we are located in Temecula / Murrieta and focus on helping North County San Diego and Riverside County residents.
Consider the possibility that all your financial choices could be aligned to what’s truly important to you (your values) and in doing this you can create the opportunity to enjoy more balance in your life… RMH Advisors mentors and guides you through the financial milestones in your life.
If this fiduciary approach resonates with you, what we do may be a good fit.
Let’s say that there was a basis for our working together and you joined our community of clients.
Our purpose is to help you pursue these results:
Help you make educated choices with your money for reasons that are important to you.
Give you the confidence and clarity you need to delegate your financial planning to someone who earned your absolute trust.
Aim to improve the quality of your life by freeing up and spending more time on those other areas of your life that only you can impact (e.g. your relationships, your health, your career, your retirement).
It’s a simple philosophy, but we all like it! Your experience of being a part of our client community will be fun! There is no good reason why serious minded people who want serious, independent financial advice to work towards serious results not have fun while they’re doing it.
We value our independence. We are breaking the traditional role of a transactional (sales-driven) advisor for a long term relationship-based experience. Our practical approach to problem solving is not based on what products we can sell, rather on innovative & unique tools and techniques that are tailored specifically to each client's fact pattern.
At RMH Advisors, LLC, we provide specialized assistance & education in many areas. For example:
Education, Analysis and/or Assessment of:
Qualified Accounts: IRA / Roth IRA / 401k etc.
Stocks/Bonds & Mutual Funds
Disability & Long-Term Care
Individual & Group Health Plans
Death & Divorce Planning
Ed Slott's Elite IRA Advisor Group, LPL Financial and Ross & Mary Hunt, Inc. are separate entities.