RR FINANCIAL MANAGEMENT LLC

Overview

RR Financial Management LLC is a small, independent RIA that focuses on individual and family clients with a clear tilt toward equity investing. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops. Its fee model is flexible—charging a percentage of AUM alongside hourly and fixed fees—allowing it to serve both ongoing advisory relationships and one‑off planning engagements. The firm is not positioned as an active ESG investor and operates on a limited geographic scale rather than as a multi-state adviser. An accounting industry affiliation suggests tax-aware planning and coordination with CPA relationships is part of the service mix.

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Public Holdings

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Location & Offices