Most people reach out to us when they’ve reached a critical point in their financial lives and know they cannot afford to make a major planning mistake: retirement on the horizon, recently retired, sudden inheritance, sale of a business, divorce, or other life-changing event.
We also love working with people who simply want to plan ahead for a more secure financial future, or build an investment strategy aligned with their goals.
We never turn anyone away if we believe we can help them, even if that means simply pointing them in the right direction. If you are unsure of whether we’re a good fit to be your financial advisory team, please do not hesitate to reach out for a 15-minute discovery call.
We strive to treat our clients the way we would treat our own family.
To ensure that each client benefits from the collective wisdom of our team, our financial planners work together, share knowledge with one another, and advise clients within a proven firm-wide, client-first framework.
Each client works with a lead financial planner and client service manager, but you’ll benefit from the collective knowledge of our Financial Planning Committee and Investment Policy Committee, which includes a global investment consulting firm that specializes in constructing efficient portfolios.
If you require the outside expertise of an estate planning attorney, a CPA, or other specialist, we are happy to make introductions and even sit with you in meetings with them to make sure their service aligns with your goals.
We meet with clients a minimum of two times per year (or more, when appropriate); are always accessible by phone or email; and proactively identify opportunities to strengthen your financial security.
Yes. As fiduciaries, Reby Advisors aims to provide clear, honest, and transparent advice always in the best interests of our clients. As a Registered Investment Advisor (RIA), we have a fundamental obligation to do so.
In addition, we have six CERTIFIED FINANCIAL PLANNER™ professionals on staff. A CFP® professional is held to an even higher standard for professionalism, ethics, and continuing education.
To ensure ease of access and transparency in the performance of your investments, client accounts are always held with a reputable third-party custodian, such as Charles Schwab. Through our secure client portal, clients may view their positions, account history, and account performance at any time.