Guided by Integrity, Driven by Your Success.

As a fiduciary, we serve as partners to our clients, upholding the highest standard of care and acting solely in our clients' best interest every step of the way.

For 50 years, the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals must meet extensive training and experience requirements, and commit to CFP® Board's ethical standards that require putting clients' interests first. That's why partnering with a CFP® professional gives clients confidence today and a more secure tomorrow.

Only 30% of U.S. financial advisors are CFP® practitioners.

A Chartered Financial Analyst (CFA®) is a professional who has demonstrated expertise in investment management, financial research, and portfolio management. The CFA® charter is a globally recognized credential that's considered the pinnacle of professional development in investment management.

We believe alignment is one of the best ways to help our clients achieve their financial goals and objectives, and the majority of our team's personal assets are invested alongside our clients' in RISE's investment strategies.

With a focus on long-term capital appreciation and tax efficiency, we seek to maximize client outcomes while safeguarding assets, treating each client’s portfolio as a unique entity tailored to their specific financial goals.