Join RL Farmer Wealth Strategies

RL Farmer Wealth Strategies is an independent privately owned financial services firm that was built on the principal of giving back.  We established our firm with two goals in mind, to help our clients reach their financial goals and dreams, and to empower our advisors to flourish so that they can meet their professional goals and build their own legacy.

We consider ourselves a boutique firm, which means our clients get the personal attention they deserve, there is no getting lost in a big corporation.  Our clients enjoy the best of both worlds - the wisdom, education and dedication of an independent wealth strategy firm that has over 23 years’ experience, plus the support of LPL Financial, the nation’s largest independent broker-dealer.  This alignment offers our advisors extensive, diverse investment portfolios to choose from that will help meet their client’s financial goals and the technology to help make transactions easier and time efficient.

Located in Loveland, Colorado our founder RL (Bob) Farmer, Ph.D., wanted to build a firm that treats advisors like wealth managers not sales staff.  Our business model sets our advisors up for success that allows you to control your future and live the life you want for you and your family.  We don’t believe in our advisors being bound by proprietary products or motivated by hitting sales targets and commissions.  

We strive to build and foster a community of respect, love, and mutual support where all races, genders, social classes, and sexual orientations will always be welcome.

What do advisors that want to work with RL Farmer Wealth Strategies look like:

• They are experienced and dedicated to the financial services industry and serving their clients.
• They hold a professional designation(s) and/or advanced degree and looking for a firm that will help them grow their business.
• They are driven and passionate about investing, portfolio management and helping others make sound financial decisions. 
• They love working with and engaging clients, helping them accomplish their financial goals and dreams.
• They have the utmost integrity and discretion. 
• They are wanting to take their advisor level to the next step with the potential of a building a partnership.

Perks of working at RL Farmer Wealth Strategies:

• Internal succession planning, low platform fees and higher payouts!
• Private office space in a beautiful and professional class A building.
• Administrative Support. 
• Marketing & Lead Generation Support: through various channels to help build your AUM.
• Financial Planning Guidance, Coaching and Support (access to PhD Level Wealth Principal).
  
• Transition Support; the firm will provide ongoing administrative assistance.
• Compliance, Legal & Risk Support.