Personalized Financial Planning

As a family owned and operated advisory firm, 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 clients’ needs much more personally or comprehensively than any multinational investment firm could.

Through our office in Rockledge, Florida, we work with families 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.


Independent and Fee-Only

As an independent, fee-only Registered Investment Advisory firm, we don’t answer to anyone except you. We don’t receive directives from any other companies, we don’t sell products, and we don’t receive commissions.

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


Our Team

Our Registered Investment Advisory firm was founded in 2004 by Bob Rall, a CERTIFIED FINANCIAL PLANNER™ professional with more than 25 years of experience in the financial services industry.

As the firm grew, Bob was joined by his children, Adam and Jenna. Even Lucky Rall, our golden retriever, wanted to help out and became our official office greeter.

When we are not working together in the office, we are staying active in the community, especially as volunteers with Special Olympics of Brevard County.

BOB RALL, CFP®     CEO/Founder


ADAM RALL    Operations Manager

Operations Manager

JENNA RALL     Communications Specialist

Communications Specialist

LUCKY RALL     Official Office Greeter

Official Office Greeter


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.