Rising Financial

Overview

Rising Financial is an independent, owner-operated registered investment adviser organized as an LLC that focuses on financial planning and portfolio management for individuals and small businesses. The firm runs a compact advisory practice, charging clients through hourly, fixed-fee and other fee arrangements rather than relying on retainer-only or commission models. Investment emphasis is equity-first: exchange-traded equities make up the lion’s share of the firm’s deployed capital. Rising Financial also describes itself as an active ESG investor, which suggests public holdings and manager selections are screened or tilted for environmental, social or governance factors where appropriate. The firm is not positioned as a capital allocator or multi‑state adviser and does not list pension consulting or related-adviser services among its primary activities. For alternative exposure the firm uses third-party managers rather than running in-house private strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices