Rushman Wealth Management

At Rushman Wealth Management, we are dedicated to providing comprehensive financial planning services to businesses and professionals. Our team of experienced financial advisors takes a client-centered approach to create customized solutions that meet the unique needs of our clients. With over 15 years of experience, we have established a reputation for providing objective and unbiased financial planning services that help our clients achieve their goals.

Our Services

Our services are tailored to meet the specific needs of business owners, entrepreneurs, and professionals. We offer a range of services, including business planning, retirement planning, wealth planning, legacy planning, and risk planning. Our financial advisors take the time to understand our clients' goals, values, and objectives, and develop a personalized plan that addresses their unique needs. We believe in taking a holistic approach to financial planning, considering all aspects of our clients' financial lives, including their business, investments, taxes, estate, and insurance.

Our Approach

At Rushman Wealth Management, we act as fiduciaries for our clients, which means we have a legal obligation to act in their best interests. We do not sell financial products, and we do not receive commissions or incentives for recommending specific investments or strategies. Our goal is to provide unbiased and objective advice that is tailored to our clients' unique needs and goals. We believe in building long-term relationships with our clients, and we are committed to providing exceptional service and guidance every step of the way.

Our Mission

Our mission is to empower businesses and professionals to achieve financial freedom by providing comprehensive financial planning services that are tailored to their unique needs and goals. We believe that financial planning is not just about managing money; it's about living the life you want, on your own terms. We are dedicated to helping our clients achieve their goals, whether that means building wealth, securing their financial future, or simply enjoying the freedom to pursue their passions.

Our Commitment

At Rushman Wealth Management, we are committed to providing exceptional service and guidance to our clients. We are dedicated to staying up-to-date with the latest trends and developments in the financial industry, and we are passionate about helping our clients achieve their goals. We believe in building long-term relationships with our clients, and we are committed to providing personalized attention and service that is tailored to their unique needs and goals.