We Put Our Clients' Interest First. Always!
Who We Are
At Rubin Wealth Advisors, we understand that navigating the complex world of finance can be overwhelming. As a conservative, values-driven organization, we're dedicated to helping our clients achieve their financial goals while staying true to their values. Our team is led by Bob Rubin, a renowned financial advisor with over 38 years of experience, who is committed to delivering exceptional service and results.
Our Philosophy
Our approach is centered around a personalized and comprehensive wealth management strategy. We take the time to get to know each client, understanding their unique goals, needs, and values. This allows us to develop a customized wealth plan that aligns with their vision for a stronger financial future.
The Fiduciary Advantage
As a fee-only, non-commission-based firm, we operate solely in the best interests of our clients. Our fiduciary standard ensures that every decision made is aimed at maximizing their financial success. We are committed to transparency, honesty, and integrity in all our dealings.
Supporting Our Community
At Rubin Wealth Advisors, we believe in giving back to the community. We partner with like-minded organizations and philanthropic efforts to support causes that align with our values. Our goal is to make a positive impact on the world while helping our clients achieve their financial goals.
Our Partners
We've established strong relationships with esteemed organizations, including Charles Schwab, to deliver the highest level of service and expertise to our clients. Our investment committee has a combined assets under management of $890 million, demonstrating our commitment to our clients' success.
Our Team
Led by Bob Rubin, our team of experts includes Chartered Financial Analysts (CFAs), Accredited Investment Fiduciaries (AIFs), Chartered Life Underwriters (CLUs), and Chartered Financial Consultants (ChFCs). With over 140 years of combined experience, our team is dedicated to providing personalized guidance and solutions tailored to each client's unique situation.
Our Story
Rubin Wealth Advisors has been helping individuals, families, and businesses achieve their financial goals for over three decades. Our commitment to values-driven financial planning, investment management, and risk assessment has earned us the trust and respect of our clients and partners.
Our Services
- Financial Planning: We create comprehensive financial plans tailored to each client's needs, goals, and values.
- Investment Management: Our team manages investments to align with each client's risk tolerance, goals, and objectives.
- Retirement Planning: We develop targeted strategies to ensure a secure and fulfilling retirement.
- Business Services: We offer customized planning and management solutions for businesses and HR/finance professionals.
Contact Us
To learn more about how Rubin Wealth Advisors can help you achieve your financial goals, please get in touch with us today. We look forward to serving you.
Overall Satisfaction
The reviewers are extremely satisfied with the services provided by Rubin Wealth Advisors, with all ratings being 5 stars.
Praise for Bob Rubin and the Rubin Wealth Advisors Team
The reviewers praise Bob Rubin and the Rubin Wealth Advisors team for their professionalism, knowledge, and ability to explain complex financial concepts in a clear and concise manner. They appreciate the personalized service, attention to detail, and the feeling of being treated like family.
Key Strengths
- Ability to create high-quality 401K plans that benefit both the business owner and employees
- Professionalism, responsiveness, and quality of service
- Ability to explain complex financial concepts in a clear and concise manner
- Personalized service and attention to detail
- Ability to provide a strong long-term financial plan
- Weekly progress updates on the portfolio
- Ability to work with other professionals, such as estate attorneys
