About Us
Our Mission
RTR Advisory Group is a team dedicated to the design, implementation and management of financial plans for medical professionals, business owners and retirees. Based on the client’s story, their vision and our advice, RTR advisors utilize a coordinated wealth management approach to build a master plan. RTR’s goal is to become one of our client’s most trusted advisors, and to be an integral part of their financial journey. Our strength is generated from our commitment to our clients, our people and our community.
Team
Our team of advisors, specialists and tax experts look forward to being an integral part of your financial plan.
Our Core Values
Trustworthy
In order to establish trust, it is first important that you be trustworthy. This means you should be forthright with all your dealings.
Teamwork
Never doubt that a small group of thoughtful, committed people can change the world. Indeed, it is the only thing that ever has.
Passionate
The best leaders not only inspire us, they develop and empower us to lead with passion from whatever position we currently hold in life.
Professional
If your actions inspire others to dream more, learn more, do more and become more, you are a leader.
Caring
Nurturing is not complex. It’s simply being tuned in to the thing or person before you and offering small gestures toward what they need at that time.
Knowledgeable
Many times education isn’t about learning something new, but rather refocusing on what we already know but have lost sight of.