2725 Rocky Mountain Ave,
Effective Wealth Management + The Power of Affiliation
RL Farmer Wealth Strategies is a private wealth management firm that provides comprehensive financial strategies and sophisticated portfolio management to individuals, retirees, business owners and associations. 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 or getting transferred from advisor to advisor. Our clients enjoy the best of both worlds - the wisdom, experience, 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 clients extensive, diverse investment portfolios to choose from.
Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and show you how a custom-designed investment strategy can work toward your advantage.
We are fiduciaries, meaning that we offer objective advice that has your best interest in mind, every single time. We aren’t tied to a financial firm’s proprietary product or motivated by hitting sales targets and commissions. We have the flexibility to recommend and choose from a wide range of diversified portfolios that are personalized to hit your financial targets.
At RL Farmer Wealth Strategies, we are not just a trusted advisor to our clients; we are a trusted partner. We truly believe that trust is not given, it is earned. How do we know we have the trust of our clients - they continue to refer us to their friends and family time and time again - these referrals are some of the highest compliments a company can receive!
Our founder, Dr. R. Lane (Bob) Farmer's credentials are more than a certificate. Bob has a Master’s Degree in Business (MBA) and 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 PhD level advice about your unique situation. You will find it difficult to match that level of experience or education anywhere!
At our firm, there’s no hidden agendas or surprises when it comes to your finances. We offer our clients a personalized online account view where they can view and monitor their investment performances and any fees in real time.
firstname.lastname@example.org | (970) 617-2707
*(as reported by Financial Planning magazine, June 1996-2019, based on total revenue).