The RHO Group

OUR MISSION STATEMENT

Empowering to Achieve Lifelong Success

Our Story and Services

Holistic Financial Planning

We believe that managing wealth involves far more than
managing an investment portfolio. It begins with developing a
holistic, comprehensive understanding of who you are and
the financial forces at work in your life. It means helping you
understand and respond effectively to these forces. And, of
course, it means helping you invest your assets in a way that
reflects the realities of your life and the uniqueness of your
long term goals.

As Financial Advisors, we are committed to building a
relationship of trust in which we can work closely with you to
help you define your objectives, explore alternatives and
choose the financial and investment strategies that are most
appropriate for you. As our relationship evolves, we hope you
will come to regard us as a valued resource and professionals
who can help you make a more informed decision on any
financial issue.

Our most important goal: to help you achieve your
objectives, providing guidance that helps your wealth do
more for you.


 

Services Include

  • Wealth Consulting
  • 401(k) Rollovers
  • Business Planning
  • Divorce Financial Analysis
  • Endowments and Foundations
  • Financial Planning
  • Long Term Care Insurance
  • Philanthropic Services
  • Planning for Special Needs Individuals
  • Retirement Planning
  • Trust Accounts
  • Wealth Management
  • Estate Planning Strategies
  • Life Insurance
  • Professional Portfolio Management
  • Executive Benefit Services
  • Qualified Retirement Plans
  • Sustainable Investing
  • Structured Settlement Annuities
  • Trust Services*


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Events

Events

Community Involvement

Community Involvement

UPCOMING COMMUNITY EVENTS:

Saturday, June 2nd, 2018 - Vision Walk

Wednesday, September 12th, 2018 - Evening of Hope Gala with Brooke Shields as the keynote speaker  

Sunday, October 14th, 2018 - 30th Annual Thad & Alice Eure Walk/Run for Hope 

PREVIOUS COMMUNITY EVENTS:

Supporter of The ALS Association

Participant in The Walk for a Cure

Supporter of the Rotary Club of Raleigh Midtown in combination with the All We Are SUN Project to add solar panels to boarding schools in Uganda.  A quick video on our first project with All We Are

Participant – Foundation Fighting Blindness: Triangle Vision Walk

Supporter – Toys for Tots

Participant - 29TH Annual Thad & Alice Eure Walk/Run for Hope 

Participant - 2018 Walk to Defeat ALS    

Participant - Angels Among Us Brain Tumor Awareness Walk 2018

Location

Location

  • 3737 Glenwood Avenue, Suite 320
  • Raleigh, NC 27612


    Meet The RHO Group

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Philanthropy

    Making sure your philanthropic dollars are managed with the same best-in-class service as the rest of your wealth.

    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing

    Ready to start a conversation? Contact The RHO Group today.

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