Life changes. So should your financial plan.
Real Advice.
Real Relationships.
Real Results.
Why Clients Choose Us
At Rosemeyer Management Group (RMG), we know that financial planning isn’t just about spreadsheets—it’s about family, hard work, and preparing the next generation. Whether you’re building a legacy, supporting aging parents, or teaching your kids the value of saving, we’re here to help guide you through the process.
From family farms to first jobs, from retirement dreams to estate plans—our goal is to help align your financial strategies with what matters most to you.
Comprehensive Service. Tailored to You.
Investment Management
Investment Management
Retirement Planning
Retirement Planning
Tax Efficiency & Planning
Tax Efficiency & Planning
Estate & Legacy Planning
Estate & Legacy Planning
Financial Blind Spot Analysis
Financial Blind Spot Analysis
The RMG Difference
You’ve worked hard—early mornings, late nights, and years of saving, planning, and showing up. You deserve a financial team committed to showing up for you with the same dedication.
We take your goals personally because we see our work as more than just numbers. It’s about people, trust, and providing guidance to help you make informed financial decisions with confidence.
Rooted in Hard Work.
We’ve built our success the same way you have—through discipline, grit, and determination. Your financial future is personal to us.
Personalized Plans, Not Templates.
No cookie-cutter advice. We listen first, then create a tailored plan aligned with your unique needs, values, and stage of life.
More Than Investments—A Full Financial Picture
We coordinate your investments, taxes, insurance, estate plan, and cash flow so every piece of your financial life works together.
People Who Know You
You won’t get a call center or generic response. You’ll get a dedicated team who knows your name, answers your call, and is here when it matters most.
At Rosemeyer Management Group, you’re more than a portfolio—you’re family. Your goals become our mission.
Built on Trust. Backed by Numbers.
Assets under management*—growing with care and a long-term focus.
Families and individuals*—confidently preparing for and enjoying retirement.
Client retention rate*—because relationships come first.
Real People. Real Impact.
Your Life Isn’t One-Size-Fits-All—Neither Is Our Planning
Tailored Financial Management
We design and actively manage your investment portfolio based on your unique risk tolerance, goals, and life stage. From 401(k) rollovers to trusts, IRAs, and non-qualified accounts, we focus on building a long-term strategy designed to adapt as your needs evolve. All investing involves risk, including the potential loss of principal. Asset allocation and diversification do not guarantee a profit or protect against loss in declining markets.
Cost-Conscious, Quality Solutions
We strive to provide professional financial advice with a focus on efficiency and transparent fees. Our goal is to deliver strategies designed with the same rigor as institutional portfolios — paired with a personalized approach — so a greater share of your assets can remain invested toward your long-term goals. Past performance is not indicative of future results, and no strategy can guarantee success in all market conditions.
Education & Empowerment
Understanding your finances can build confidence. We take the time to explain each part of your plan — whether it’s retirement income, Medicare enrollment, or Social Security strategies — so you can make informed decisions with clarity instead of confusion. Any examples or strategies discussed are for illustrative purposes only and should not be construed as personalized investment advice. Specific advice is provided only under a formal advisory agreement.
Advisor Relationship
Continuity
We believe in long-term relationships, not one-time transactions. You’ll work with a consistent team that knows your goals, your family, and your vision for the future, regularly reviewing and adjusting your plan as life changes. Changes in personal circumstances, tax laws, or market conditions may impact the effectiveness of any financial plan and require periodic updates to stay aligned with your objectives.
Real Conversations, Real People
You’re not just an account number. When you call, you’ll speak with someone familiar with your situation and ready to help — whether it’s updating paperwork, identifying blind spots, or walking you through big decisions. Our guidance is based on the information provided by each client and is offered in accordance with applicable regulations and laws. Recommendations may change as your circumstances or relevant laws evolve.
Retirement on the Horizon? Let’s Plan it Together.
You’ve spent years saving for retirement — now it’s time to create a plan for how those savings can support your goals.
Whether you’re five years away or right at the doorstep, we help individuals and couples bring clarity and direction to their retirement planning. Most of our clients have between $500,000 and $1,000,000 in retirement savings and want to make informed decisions about what comes next.
- How much do I need saved to retire?
- How can I turn savings into reliable income?
- When should I claim Social Security?
- What should I know about taxes and Medicare?
You deserve more than guesswork. With a trusted partner, you can feel more prepared, supported, and confident about the road ahead.
If this sounds like you, let’s start the conversation.
The Steps to a Stronger Future
Start with a Conversation
We begin by listening—understanding your goals, concerns, and dreams in a complimentary, no-obligation consultation.
Build Your Personalized Financial Roadmap
Using our expertise in investments, tax planning, and retirement strategy, we create a tailored plan that reflects your life—not a one-size-fits-all template.
Put the Plan into Motion
Together, we implement your strategy—prioritizing clarity, simplicity, and measurable progress—while keeping your long-term objectives in focus.
Review and Refine as Life Changes
Life changes, and your plan should too. We provide ongoing support, reviewing and adjusting as needed to help keep your financial future on track.*
Your Goals, Our Expertise—Let’s Get Started
- Real relationships, not just recommendations – We take the time to understand your life and values.
- Guidance that grows with you – Your plan adapts as your goals and circumstances change.
- Confidence to make decisions that last – Clear strategies, transparent communication, and long-term focus.
Investment strategies involve risk, including the potential loss of principal. Tax and estate planning considerations should be reviewed with qualified professionals. Past performance is not a guarantee of future results.*
