RIO Financial Planning is a Registered Investment Adviser dedicated to helping people reach their financial goals. Whether you’re just starting out or well on your way, we can help make sure that you’re taking the best steps to get to where you want to be.
About RIO
What makes RIO different from everyone else?
RIO Financial Planning: where we strive to give financial advice that is free from conflicts of interest, easy to understand, and genuinely in your best interest.
RIO is an acronym for the three principles that guide how we work with people.
Reliable: Exceptional customer service is at the heart of everything that we do. If you’re working with RIO, you will never need to worry about your phone calls not being returned or your questions going unanswered. We’re here for you.
Inclusive: Many financial planning companies require that you already have a certain amount of money to invest before they will work with you. This creates a system where those who already have money can receive guidance and help, while the people who often need financial advice the most don’t have access to it. We’re different. We don’t have any account opening minimums or net worth requirements. Our services are available to anyone and everyone.
Objective: We actively work to eliminate conflicts of interest wherever we can. When you get advice from us, you can count on the fact that the advice is custom tailored to help you, not our paychecks.
RIO was built on the idea that the finance and investment world is too focused on profits, and not focused enough on people. At RIO, every client, regardless of net worth, receives individualized, conflict-free advice and support.