RPR FINANCIAL

Overview

RPR Financial is an independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm also operates insurance brokerage and accounting activities, which it weaves into its advisory offering. Its fee model is multi‑channel — percentage of assets under management supplemented by hourly and fixed fees and commissions — allowing flexibility for advisory-only relationships or bundled services. Investment activity centers on publicly traded pooled vehicles alongside systematic use of third‑party alternative managers. The firm favors mutual funds and other public funds as core building blocks for client portfolios, while selectively allocating capital to private market strategies and real assets for clients with appropriate risk and liquidity profiles. RPR Financial’s client base and account structure suggest a household-focused practice that combines standard portfolio management with planning and insurance solutions.

Assets & Accounts

Investments & Alternatives

Location & Offices