Financial Planning That Puts You First

Welcome to Rall Capital Management. You have discovered this page because one of our clients has recommended us to you. We offer a complimentary introductory meeting on an invitation-only basis and will be happy to discuss whatever financial concerns you have during this time. There’s no obligation beyond the meeting. Please read on to learn more about us and how we help provide financial peace of mind to our clients.

We look forward to meeting with you.

Our Story

From our founding, we have been a family owned and operated firm, and we pride ourselves on the long-term relationships we build with other families. We believe that the value we place on relationships helps us meet our clients’ needs much more personally or comprehensively than any multinational investment firm could.

Based in Cocoa, Florida, we are an independent, fee-only Registered Investment Advisory firm. This means we don’t answer to anyone but our clients. And as a fiduciary, we always put our clients’ best interests first.

Our sole focus is providing quality financial planning and investment management services to help our clients achieve all that they want in life.

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How We Help

At Rall Capital Management, we know that true financial success isn’t about the number in our clients’ bank accounts but about using their money to help them achieve what they want in life. That is why we provide fee-only financial planning and investment management that is personalized to each of our client’s goals.

Why Rall Capital Management?

  • We are fiduciaries. We uphold are legal and ethical obligation to put our clients’ interests first.

  • We are fee-only. We don’t accept commissions—we are paid by our clients.

  • We are independent. There are no multinational investment firms handing down directives to us—our clients are our only boss.

  • We build relationships. As a family owned and operated firm, we focus on helping other families for the long term.

  • We are professionals. We support our experience and expertise with credentials that help us serve our clients, such as the CERTIFIED FINANCIAL PLANNER™ designation.

  • We are comprehensive. We pull together all the areas of our clients’ financial lives into an organized plan that helps provide clarity.

  • We are proactive. We provide ongoing guidance that adapts with the changes and transitions of our clients’ lives.

  • We work well with others. We coordinate with other professionals such as your accountant or insurance agent to help ensure your financial plan is carried out.

Who We Help

Located in Historic Cocoa Village, 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.

We have particular expertise in serving clients who are:

Our Services

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Financial Planning

  • Budgeting

  • Debt management

  • Tax minimization strategies

  • Education planning

  • Insurance analysis and guidance

  • Estate planning

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Investment Management

  • Asset allocation determination

  • Risk evaluation

  • Portfolio management

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Retirement Planning

  • Cash flow analysis

  • Retirement scenario modeling

  • Retirement plan disbursement guidance

  • Social Security and Medicare planning

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Our No-Obligation
Introductory Meeting

We offer a complimentary introductory meeting to be a resource for the friends, family, and colleagues of our valued clients. During our time together, we encourage you to share your most pressing financial concerns and questions, and we will offer insights and advice that you can take action on. As we are a fee-only, fiduciary firm, you can feel confident that the recommendations you receive will be made in your best interest.

If, after our meeting, we mutually agree we are a good fit, we will be happy to accept you as a client and help you further. If one or both of us decide we’re not a good fit, we will point you in the direction of a more appropriate resource. Either way, we want you to leave our meeting with more clarity around your financial concerns and a clear path for moving forward.