Relationship-Focused Financial Advisors

At Rall Capital Management, our focus is relationships. We are a family owned and operated advisory firm striving to serve other families so that they can achieve not just a return on their investments but a better return on life.

We know that true financial success isn’t about the number in your bank account but about using your money to help you achieve what you want in life. That is why we provide fee-only financial planning and investment management that is personalized to your goals.

Located on Florida’s Space Coast, we provide financial planning and investment management services for clients in Cocoa, Cocoa Beach, Merritt Island, Melbourne, Melbourne Beach, Rockledge, Satellite Beach, Indian Harbour Beach, Titusville, Indialantic, Cape Canaveral, and the surrounding communities of Central Florida.

An Advocate for Your Financial Goals

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We like to tell our new clients: “There won’t be anyone in the world, who doesn’t share your last name, who will care more about your financial success than we do.”

As an independent, fee-only advisory firm, we don’t answer to anyone but you. When we work with you, we will serve as your financial advocate and fiduciary, always putting your interests first in everything we do for you.

Your comprehensive financial plan will pull together all the areas of your financial life so that you can see where you are more clearly and make informed decisions about where you want to go.

Our Clients

We only work with clients for whom we can have a major impact. Some of the people we work with include: 

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Schedule a Call

We offer a 15-minute discovery call as an opportunity for both of us to “discover” whether we’d be a mutual fit. We’ll discuss your concerns and goals, and share how we might be able to help you. There’s no cost and no obligation.