About Us

RBF Wealth Advisors has designed and managed custom portfolio solutions for clients since 1984. Our Team comprises client-focused advisors with extensive experience across all types of market environments. Serving individuals, corporations and trusts, RBF Wealth Advisors provides a broad spectrum of services from Financial Planning to Charitable Giving to Retirement Management.

About Us

Video Introduction to RBF Wealth Advisors

Please take a moment to watch this video to introduce you to our firm and our advisors.

Our Philosophy

We believe the key to reaching your financial goals is to develop a deep understanding of your needs and a custom financial plan to reach them. Our Investment Process identifies quality securities and manages them with a sensitivity to market conditions. We constantly review your needs and portfolio to ensure that all your financial resources are constantly working to support your goals.

Fees and Pricing

As an Independent Registered Investment Advisor, we are able to place your needs above all others. We develop a custom fee schedule with your personalized portfolio that is designed to maximize the investment expertise you need at the lowest cost possible. We do not levy many of the 'nuisance fees' charged by many of the national firms to bolster their profits. Instead, our fee schedule is transparent and an important part of our Investment Process and our commitment to you.


Securities offered through Triad Advisors LLC, Member FINRA/SIPC. Advisory services offered through RBF Wealth Advisors. Triad and RBF Wealth Advisors are not affiliated companies.