RMP Financial, Inc.

Overview

RMP Financial, Inc. is a small, independent registered investment adviser focused on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a combination of percentage-of-AUM and hourly fees and manages client relationships on a boutique, high-touch basis. Its asset allocation tilts toward equities, with a material portion held in non-exchange-traded equity positions. RMP Financial was recognized by FA Magazine in 2020 as a Top RIA Firm, reflecting visibility in the independent-adviser community. RMP Financial operates as an owner-run corporation serving a concentrated client base rather than acting as a capital allocator or multi-state platform. The firm does not identify as an active ESG investor and appears to take a traditional, equity-oriented approach to portfolio construction and financial planning.

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Location & Offices