"Rassler Financial" is Rooted In Family.
Over the course of 40 plus years, three members of the Rassler family have poured their passion into building a high-touch business. That family sensibility has extended to clients, making relationships a cornerstone of the business. Rassler Financial represents comfort, honesty, competence and familiarity.
Like all good businesses, Rassler Financial has evolved. Today we are a boutique firm, led by a team of women who work collaboratively to offer financial education, counseling and planning. We provide excellent guidance in a non-threatening, judgment-free atmosphere. Viewed as a dependable friend, our multi-generational clients know that their financial success is Rassler’s number one priority.
Trust and loyalty are our most valuable asset and that won’t ever change. What has changed is a leadership team comprised solely of women, a sign of a new era in which the strength of the company is not dependent on a single person. Powerful, competent women who value a collaborative spirit and an ethic of care is what sets us apart from competitors.
Let's take a journey together - we will start with a single step
Our investment philosophy revolves around one person: you (and what’s best for you and your family).
Managing money is not easy. It can be a roller-coaster experience between the ups and downs of the markets, world events and what’s going on in your own life.
That’s why people like you have turned to Rassler Financial — because our mission is to put our clients in the right investments to succeed.
Our clients work with us because they want a financial roadmap that will allow them to reach their goals. We help take the emotion out of investing, find the right balance and eliminate poor decision-making when it comes to money.
To start and maintain an investment management relationship, Rassler Financial typically imposes a minimum portfolio value of $500,000, and generally has a minimum annual fee (for new clients) of $1,500. For consulting work, the minimum fee is $5,000 ($350/hour) - depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.
Top 8 Things to Consider
Trust is paramount. We only ask that you place 1 percent of your trust in us at the beginning. We will spend the rest of our lives earning the other 99 percent.
We are working towards obtaining a B corp certification.
Discover how we can help you
We can help you with your life-changing events.
Often clients see us when they are having a baby, sending a child off to college or need life insurance. If something has come up in your life where you need to make financial adjustments, give us a call today so we learn more about your needs.
Every decision is tailored toward your personal needs and risk tolerance.
When people think of financial advisors, they think of investing in the stock market. Whether you are looking to set up your retirement investment or manage money you’ve been saving, we can definitely help you. Give us a call and we can start reviewing your financial situation to see what’s best for you.
We help you by creating a strategy that utilizes a wide array of products.
Complex wealth needs require strategies that look out for risks, fees and other areas that could hinder your returns if not invested correctly. Rassler Financial operates primarily on a fee basis and works to tailor strategies so they are suitable and work towards your unique goals. Together we create a strategy that utilizes a wide array of products that support your long-term and short-term goals with the appropriate estimated historical return and volatility.
Partnerships
We are a hybrid registered financial advisor - we have a dual relationship with our Broker Dealer, Triad Advisors, LLC and Continuum Advisory, LLC. We chose this structure for the flexibility to operate on both a fee and commission based practice.
Triad is headquartered in Atlanta, Georgia, and is an independent broker/dealer comprised of successful, independent financial professionals located throughout the United States. As our broker dealer, they provide the most flexible, non-proprietary wealth management platform in the industry with unmatched reports, products, services and support. Triad is one of the top broker/dealers in the industry, as recognized in numerous financial publications and is a part of Advisor Group.
Continuum Advisory is headquartered in Eagle, Idaho with advisors from coast to coast. Continuum provides back office support, compliance and for our advisory services with our custodian, TD Ameritrade.
One phone call will help us start to understand your situation and get a comprehensive overview of your needs.
Steps to get started!
Give our office a call at 215-545-4206 - one of the four of us is almost always available for a quick 15 minute call to see if it makes sense to get together. You don't need to have anything prepared in advance of this call - just a general sense of your current situation and how you think we might be able to help!
If you and we decide it makes sense to invest 90 minutes of time after that call, we will set up a time for us to come to your home, for you to come to our office, or for us to Zoom and further explore if we would like to work together.
There is never any charge for us to determine if working together makes sense for all of us. The only cost is a small amount of your time.