Broker Check

Discover Intelligent Investing for a Smarter Tomorrow

Shrewd Financial Advice and Savvy Wealth Management Strategies

WHO WE ARE

WHO WE ARE

RL Farmer Wealth Strategies is a private wealth management firm that provides financial strategies and sophisticated portfolio management services, to individuals, retirees and business owners. 

LEARN
WHAT WE DO

WHAT WE DO

We seek to prepare, present, and manage our client’s dreams, goals and investments, using comprehensive and robust personalized financial plans.

LEARN
WHY WE DO IT

WHY WE DO IT

We are passionate about serving our clients and getting you from where you are today to where you want to be tomorrow.

LEARN

We strive to uphold a fiduciary standard and work in your best interest

Our Values

Our values are what drives everything we do at our firm. It is at the core of every decision we make and why our clients work with us for multiple generations.

  • Honesty

    We strive to uphold a fiduciary standard and work in your best interest and aren’t tied to any proprietary product sales or motivated by commission. We have the flexibility to recommend investments that are right for you and your specific situation.

  • Trust

    At RL Farmer Wealth Strategies, your best interest is our top priority. We are not just a trusted advisor to our clients; we are a trusted partner – helping you understand why your portfolio is positioned the way it is. We trust our clients to provide us with the most accurate data, and they trust us to make financial recommendations that are in their best interest.

  • Transparency

    We offer our clients a personalized online account view where they can view and monitor their investment performances and fees in real time.

  • Strategy

    We do much more than just provide financial advice for our clients. We provide comprehensive strategies that address all of their concerns, whether they’re 5 or 50 years away. These in-depth plans help us plan more accurately so you can dream about your future while managing your finances.

  • Education

    Not only do we keep ourselves abreast on the current financial landscape, but our founder, Bob, has a Ph.D in finance and uses his analytical nature and passion for information to help clients. When you work with RL Farmer Wealth Services, you receive Ph.D level advice about your unique situation. You will find it difficult to match that level or care of education anywhere else!

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

KNOWING THE CLIENT, THEIR GOALS AND RISK – MEANS NO SURPRISES

If you were able to see into the future, what financial decisions would you approach differently? With our statistical modeling, we’re able to do just that. See your financial future in 5, 10, or 15 years and what you need to do today to live toward your dreams tomorrow.

Connect With Us
<p>A Checklist for When a Spouse or Parent Passes</p>

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
Learn More
<p>Rightsizing for Retirement</p>

Rightsizing for Retirement

What does your home really cost?
Learn More
<p>Managing Your Lifestyle</p>

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.
Learn More
<p>Making a Charitable Contribution</p>

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.
Learn More

Tell Us How We Can Help You Today!

Thank you!
Oops!