RIGHTEOUS FINANCIAL, LLC

Overview

Righteous Financial, LLC is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and adviser-selection services. The firm functions as a capital allocator for its client base and also operates as an insurance broker, which informs its use of annuities alongside traditional investment products. Investment activity skews toward equity exposure, with a particular emphasis on non-exchange-traded equity positions. Fee arrangements are flexible and include percentage-of-AUM, hourly, and fixed-fee engagements. The firm does not identify as an ESG investor and is not positioned as a multi-state or institutional pension consultant.

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Investments & Alternatives

Location & Offices