R&V Personal Finance, LLC

Overview

R&V Personal Finance, LLC is a small, independent registered investment advisor focused on individualized financial planning and portfolio management for individuals, families and small businesses. The firm emphasizes fee-based advice (percentage of AUM plus hourly and fixed-fee arrangements) and runs discretionary portfolios for its clients. Investment activity is concentrated in pooled public funds, and the firm identifies as an active ESG investor, integrating environmental, social and governance considerations into its selection process. Services extend beyond portfolio construction to include financial planning, management for business or institutional accounts and educational seminars or workshops. The firm is owner-operated and not positioned as a capital allocator or pension consultant. Its business activities also include other financial product sales, consistent with a hybrid advisory model that blends planning, portfolio management and client education.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices