At Rall Capital Management, we are dedicated to building a long-term relationship with you. Foundational to that relationship is your trust, which we strive to earn as a NAPFA-registered, fee-only financial advisor.

We do not sell products, earn commissions, or accept referral fees from any company or professional. We are paid by only you for the service we provide to you. What’s more, we embrace our fiduciary obligation to put your best interests first 100% of the time.

Our role as a fee-only, fiduciary advisor guides everything we do on your behalf. In this way, you can feel confident that our financial recommendations are truly designed to help you achieve what you desire in life.

  • Fee-only financial planning and investment management

  • Commission-free advice

  • Fiduciary responsibility to put your interests first

Am I a Good Fit?

We pride ourselves on the long-term relationships that we build with clients. Because we want to serve all their financial and investments needs, we only work with people for whom we can have a major impact.

We may be a good fit for you if:

  • You are in the homestretch to retirement and want to make sure you’ve saved enough to retire on.

  • You are conscientious about your finances and have investment assets of $500,000 or more.

  • You know that retirement planning can get pretty complex and would like to work with a professional who has the expertise to help you stay on track.

Schedule a 15-Minute Discovery 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. 

Send a Message

If you prefer to send us a message before scheduling a discovery call, use the form below.

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