RISE FINANCIAL GROUP

Overview

Rise Financial Group is an individually owned LLC that combines insurance brokerage with limited advisory work. The firm is structured as a capital allocator and lists pension consulting and the selection of other advisers among its advisory activities, while also operating as an insurance intermediary. Fee arrangements are non‑asset based, noted as hourly and other charge formats. The firm does not identify as an active ESG investor, is not registered as a multistate adviser, and is not flagged as a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices