Meet the Team
With the RMG team, you’ll receive clear, actionable financial guidance, trusted advice and strategies that adapt as your life changes over time.
Rosemeyer Management Group is a Securities and Exchange Commission-licensed Registered Investment Advisor. We are dedicated to providing comprehensive wealth management and strategic planning to high-net-worth individuals and employer-sponsored retirement plans.
Jim Rosemeyer founded Rosemeyer Management Group in 2011. During his chiropractic career, he experienced the challenges of working with multiple financial advisors. Those experiences inspired his vision for a firm focused on delivering comprehensive and easy-to-understand wealth management strategies, helping clients make informed decisions about their financial futures for life.
We serve our clients with one goal in mind:
To earn their trust and be a long-term partner in helping them navigate life’s financial decisions.
Your Wealth, Your Vision, Our Guidance.
Investment Philosophy & Strategy
We believe effective financial planning is built on trust, transparency, and tailored strategy. Our disciplined investment process is designed to help align your goals with a long-term plan, keeping you focused and informed along the way.
Solutions Tailored to You
Whether you're planning retirement, growing a business, or building legacy wealth, we design strategies intended to fit your unique circumstances — helping you stay focused on what matters most.
The RMG Experience
We’re more than numbers — we’re your guide, advocate, and long-term partner. Our team is committed to delivering clarity, building confidence, and providing consistent communication every step of the way.
