Crafted for Millennial, Gov-Con Professionals & Entrepreneurs

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We'll take the stress out of financial planning! In just 3 simple steps, our free assessment helps millennials like you start building a confident financial future.

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We're Financial Advisors That do Our Best Work With...

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Gov-Con Entrepreneurs

Running a Gov-Con business isn’t your average 9-to-5, and neither are your financial needs. From managing fluctuating income to understanding contract complexities, we’re here to help you thrive.

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Millennial Professionals

You’ve got big goals, and traditional advice doesn’t always cut it. We create personalized strategies to help you grow your wealth while balancing career growth, investments, and life’s twists.

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Inheritors

Inheriting wealth comes with unique challenges—and opportunities. We’ll help you navigate taxes, investments, and long-term planning, so your inheritance or sudden windfall works for your future.

Easy Steps, Big Impact on Your Finances

An Overview of Our Free Assessment

In just 3 easy steps, we’ll help you cut through the confusion and get clear on your financial goals. We’ll chat about what matters most, create a tailored plan, and explore the best next steps—for Free.

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20-Min Intro Call

Step 1

Book a 20-30 minute call, virtual meet, or coffee chat to see if we’re the right fit for your financial journey.

After all, finding the right advisor is as important as choosing the right tool for the job!

Book Your Free Assessment
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Discovery Meeting

Step 2

Join us for a relaxed 60-minute conversation, in-person or virtually, where we’ll dig into your financial goals and what matters most to you.

Think of it like setting the foundation before building something great!

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Assessment Review

Step 3

We’ll create a personalized financial plan with clear recommendations to improve your financial outlook.

We’ll keep it straightforward, giving you the tools to optimize your money and focus on what really matters.

We'll Give You Time to Think it Over

We believe financial decisions should feel right—not rushed. After our conversations, we’ll encourage you to take your time to decide. If it turns out we’re not the right fit, no worries—we’re happy to point you in the direction of someone who is.

Let's Take The First Step Together

Ready to move forward? Book your Free Assessment today, and we’ll dive into what matters most to you—we'll tackle the financial challenges that bog you down!

Book a Free Assessment

No pressure, no strings attached—just a friendly chat!

Get the Answers You Need

Still Have Questions?

We know you may have a few questions before booking. Check out our FAQs to learn more about how a Free Assessment can help you move forward.

What services does RPM Financial Group LLC offer?

We offer a variety of services, including:

  • Financial planning
  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Insurance planning

Who is RPM Financial Group LLC best suited for?

RPM Financial Group LLC is a financial advisory firm that provides comprehensive wealth management services to business owners and professionals in the Gov-Con space. We also work with federal employees in the DC metro area. We also are a 100% virtual firm for the convenience of our clients we serve across the country.

What is RPM Financial Group LLC's investment philosophy?

RPM Financial Group LLC's investment philosophy is based on the following principles:

  • Long-term investing: We believe that investing for the long term is the best way to achieve financial goals.
  • Asset location: Why is most of your money invested in your 401(k)? You need to have your money in different asset buckets such as tax-free, taxable as well as tax-deferred vehicles.
  • Tax Planning: We specialize in finding ways in saving your hard earned money. By using certain tax savings strategies such as tax-loss harvesting, Roth conversions, etc. our objective is for you to keep more of what you earn.
  • Diversification: If you have your money mostly invested in one area, you leave yourself open to individual security or market risk. That has potentially devastating repercussions. We try and minimize your risk while trying to grow your money
  • Protect Yourself and Family: We believe, in many cases, transferring certain risks is critical to preserving your wealth.

What fees does RPM Financial Group LLC charge?

RPM Financial Group LLC offers the following fee structures:

  • A percentage of assets under management.
  • A project-based option for a one-time financial planning fee.
  • A subscription fee based on the scope of your situation

What are RPM Financial Group LLC's office hours?

RPM Financial Group LLC's office hours are Monday through Friday, 9 am to 4:00 pm EST.

Book Your Free Assessment

Find The Financial Clarity You Need

We’re here for a laid-back, no-pressure conversation about your goals as a millennial Gov-Con professional or entrepreneur. Take the first step toward building your financial future—book your Free Assessment today!