2725 Rocky Mountain Ave,
When You Need More Than Advice
You Need a Strategy™
Planning For Your Future Can Be Overwhelming
Speaking With An Advisor Shouldn’t Be
You’ve Worked Hard To Build Your Wealth
It’s Time Your Wealth Works For You
Sound Financial Advice Where Your Investments Fit Into Your Life
Not The Other Way Around
Shrewd Financial Advice and Savvy Wealth Management Strategies
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.
We seek to prepare, present, and manage our client’s dreams, goals and investments, using comprehensive and robust personalized financial plans.
We are passionate about serving our clients and getting you from where you are today to where you want to be tomorrow.
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.
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.
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.
We offer our clients a personalized online account view where they can view and monitor their investment performances and fees in real time.
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.
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!
Curated articles, videos, and more, for a financially savvier you.
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.
“Long-term thinking and planning enhances short-term decision making”
- Manoj Arora
"An investment in knowledge pays the best interest."
- Benjamin Franklin
"Frugality includes all the other virtues."
A Checklist for When a Spouse or Parent Passes
Rightsizing for Retirement
Managing Your Lifestyle
Making a Charitable Contribution