FINRA's BrokerCheck

Wealth Advisors

Integrated to meet the financial needs of both individuals and their businesses, Rehmann Financial has two major divisions. The first division is designed to meet the needs of individuals and high net worth families. The other division, Rehmann Retirement Builders, provides fiduciary consulting and plan design, advisory investment services and 401k administrative services.

Rehmann Financial's advisors often times serve client's needs in both divisions. However, each division hires talented professionals that combine years of experience with specialized skills uncommonly found in most wealth management practices. Additionally, Rehmann Financial advisors partner with CPAs from Rehmann Robson and professionals from Rehmann Corporate Investigative Services to work as a team to address the overlapping needs that individuals and families with businesses encounter.

Both divisions are supported by the Firm's Capital Management Group. This internal department is fully dedicated to developing customized asset management strategies for clients. These strategies are monitored and enhanced in an ongoing manner to enhance the likelihood of achieving the strategies’ intended outcomes.

To learn more about the professional history of our financial advisor(s), please visit FINRA’s BrokerCheck.

Securities offered through Royal Alliance Associates, member FINRA/SIPC. Investment advisory services offered through Rehmann Financial, a Registered Investment Advisor not affiliated with Royal Alliance Associates.

Thought Leadership

Meet The Rehmann Team

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