REATHERFORD WEALTH MANAGEMENT LLC

Overview

Reatherford Wealth Management LLC is a small, independent advisory firm focused on delivering financial planning and discretionary portfolio management to individual and family clients, plus services for small businesses. The firm also operates as an insurance broker, integrating insurance solutions into its financial planning work. Its fee model is flexible and includes percentage-of-assets, hourly billing and fixed-fee arrangements, allowing engagement structures to vary by client need. Investment activity centers on public equities as the primary allocation vehicle, with a clear preference for exchange-traded equities and ETFs for core exposure. The RIA supplements equity exposure with mutual funds and selectively uses external alternative managers to access strategies that are not easily replicated in public markets. The firm is not an active ESG investor and does not present itself as a multi-state adviser or a pension consultant. Reatherford Wealth Management functions as a boutique practice with owner-controlled governance and a client base composed principally of individuals and families.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices