Welcome to RMH Advisors, LLC
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 focused approach resonates with you, what we do may be a good fit.
At RMH Advisors, LLC
Let’s imagine you’ve joined our community of clients because there was a strong reason to do so—something meaningful, intentional, and built on trust.
From that foundation, our purpose is clear:
- To help you make educated decisions about your money, grounded in what matters most to you.
- To give you the clarity and confidence to delegate, knowing your financial planning is in the hands of someone who earned your trust.
- To elevate your quality of life, by freeing up your time and energy to focus on what only you can impact—your health, your relationships, your work, your retirement, your purpose.
We keep it simple, and our clients appreciate that. Financial planning doesn’t have to feel cold or complicated. In fact, we think it should feel collaborative, clear, and yes—even enjoyable.
Because if you’re serious about your goals, you deserve advice that’s just as serious—delivered in a way that’s relaxed, relationship-based, and actually fun to be part of.
We Lead With Fiduciary Integrity
As a CFP® professional, we’re fiduciaries—legally and ethically committed to putting your best interests first.* Our advice is completely independent, focused solely on your goals and financial well-being. We use innovative, comprehensive planning tools tailored to your unique situation—not prepackaged solutions. Our approach is practical, strategic, and built for long-term clarity and confidence.
Our Services
At RMH Advisors, LLC, We Guide with Purpose and Perspective
We provide personalized guidance and education designed to elevate every stage of your financial journey. Our focus is on delivering clarity, strategy, and support across a wide range of planning topics. For example:
Insurance & Investments
Education, Analysis, and Assessment Available For:
Qualified Retirement Accounts:
IRA, Roth IRA, 401(k), SEP, & 403(b)
Investment Holdings:
Stocks, Bonds, & Mutual Funds
Annuities:
Suitability, benefits, & when not to use them.
Insurance Planning:
Life Insurance, Disability Insurance, & Long-Term Care
Health Coverage
Individual and Group Health Insurance review
Financial Planning
Retirement Planning
Cash Flow & Budget Planning
Tax Planning
401k/401b Analysis
Risk Management
College Planning
Estate Planning
Fiduciary
Standard
Small Business & Self-Employment Planning
Lifestyle Planning
Lifestyle Planning
Death & Divorce Planning
Inheritance
Travel & Relocation
Values-Based Financial Planning
Legacy & Life Purpose
Special Needs Planning
Health & Wellness Planning
Pet & Animal Planning
HOW WE WORK
We build lasting relationships through thoughtful planning, independent advice, and a deep understanding of what matters most to you.
Holly Hunt
Co-Director, Client Emotional Support
Magnet Hunt
Co-Director, Client Emotional Support
*Advisors are only legally obligated to act as a fiduciary in advisory relationships.