R & R Financial Services, LLC

Overview

R & R Financial Services, LLC is an independent, single-owner registered investment advisory firm that combines financial planning and discretionary portfolio management for individuals, families and small-business clients. The firm also operates as an insurance broker, which it integrates into client planning and risk-management work. Its advisory fee model mixes a percentage-of-AUM billing with hourly charges for planning or consulting engagements. Investment activity centers on public equities: the firm reports a clear preference for exchange-traded equities as the dominant portfolio sleeve. It is not registered as a multi-state adviser and does not identify as an active ESG investor. While R & R Financial Services is not positioned as a capital allocator in the sense of running its own external fund platform, it accesses alternative exposures through third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices