Wealth Services

Providing a Team of Experts

In 2001, the shareholders of RP&B established a new company, Independent Financial Advisors, LLC, to better serve the owners of our corporate clients. As of 2013, Independent Financial Advisors, LLC has partnered with Beacon Pointe and is now known as Beacon Pointe Wealth Advisors.

At RP&B we focus on providing personal financial planning aligned with the needs of your business. Beacon Pointe Wealth Advisors (BWPA) provides Certified Financial Planners™ to deliver fee-only financial planning and investment strategies. Our professionals develop an extensive understanding of your situation to create personal and estate plans dedicated to preserving or growing your financial position. Our unique approach blends financial planning needs with the tax and reporting knowledge of a CPA firm. RP&B and BPWA work together and share knowledge to ensure we look at all the pieces and provide the most efficient solution possible.

Our Services Include:

  • Investment Management
  • Estate Planning
  • Retirement Planning
  • Divorce Planning
  • Insurance Services
  • Education Planning
  • Company Retirement Plan Consulting
  • Business Succession Strategy

For more detailed information, please visit www.bpwealthadvisors.com

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