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.


Our team of advisors, specialists and tax experts look forward to being an integral part of your financial plan.

Meet Our Team

Our Core Values


In order to establish trust, it is first important that you be trustworthy. This means you should be forthright with all your dealings.


Never doubt that a small group of thoughtful, committed people can change the world. Indeed, it is the only thing that ever has.


The best leaders not only inspire us, they develop and empower us to lead with passion from whatever position we currently hold in life.


If your actions inspire others to dream more, learn more, do more and become more, you are a leader.


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.


Many times education isn’t about learning something new, but rather refocusing on what we already know but have lost sight of.