RMC FINANCIAL ADVISORS, LLC has been a Registered Investment Advisor in the State of California since 2007. RMC FINANCIAL ADVISORS is a small firm specializing in financial planning and managing client portfolios.
In the world of personal financial services, all too often advisors lose focus on the reason a client hired them in the first place – to provide a better road to financial success than they otherwise could attain on their own. The emphasis on adding new investors to the practice rather than on serving existing relationships leads the client to wonder, “Am I just another revenue source?”
RMC Financial Advisors takes a different tact. We believe the marketplace is hungry for a fresh approach where clients see and experience a firm truly focused on providing pragmatic, effective, and valuable advice. Our “approachable, friendly” attitude means we have the confidence that our process will lead to resounding success first and foremost for our clients.
RMC Financial Advisors adheres to a set of Core Beliefs & Practices that helps us make better decisions for our clients. Too often in the financial services industry, the prevailing mentality is only about maximizing revenue to the firm and advisors rather than providing valuable advice to the client. As an independent Registered Investment Adviser, RMC Financial Advisors is free to bring our best thinking to the table, effectively partnering with our clients to manage their wealth.