OUR CORE VALUES:
- Clients’ best interests are the reason we exist.
- Our people and the reputation of our company are our two most important assets. We expect the best of our people and will protect our firm’s reputation.
- We recognize that teamwork and collaboration are a superior method of moving our organization forward for the benefit of all.
- We operate with a flat organizational structure. Anyone with an idea or constructive thought can openly present them to colleagues. Best practices ideas are derived from internal team idea sharing.
- We encourage and support the growth of our people in both their professional as well as their personal lives to better the communities in which they live.
- Entrepreneurship is in our DNA.
- We believe transparency and respect is essential for building trust.
ADVISOR STORIES
ROB LEIPHART
RB Capital Management has allowed me to provide my client’s the attention and professional guidance to navigate their way to financial independence more so than any employer that I’ve ever worked for. Since I joined RB Capital Management, I would never entertain returning to a regional firm or wire house again.
JOHN MARTY
RB Capital Management has allowed me to use the experience I have acquired over the years to help clients be successful in meeting their financial goals and needs. The independence to do business with all kinds of people has convinced me that the environment fostered by this company contributes to the happiness of not only myself, but all who work here. I don’t miss the large brokerage house at all.
Our Process
We create strategies that are tailored to a client's needs and goals.
Our History
Years of experience have prepared us to guide you through your life transitions.