We are a small, family-owned-and-operated firm. That means that we know our team members very, well. We work hard to get to know our clients in the same way. It’s how we can help them make good financial decisions for their family. We are most proud of the relationships we develop with our clients as they become members of the Rall Capital Management family.
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. We also work “virtually” with clients across the country.
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.
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.
Rall Capital Management was founded in 2004 by Bob Rall, a CERTIFIED FINANCIAL PLANNER™ professional who now has more than 30 years of experience helping clients with financial decisions.
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.