Insightful Investing. Thoughtful Planning.

Raaf Investment Advisors is a wealth management firm focused on helping people reach—and maintain—financial security during their retirement years. We are committed to understanding each client's financial needs and priorities, and creating customized investment plans to achieve those goals. We listen attentively to our clients, and identify the issues most important to their financial well-being.

Our investment philosophy is to actively manage client assets, tailoring our investment choices to suit their risk tolerance. We strive to add value through our investment insights, and pay particular attention to preserving client assets during extended market downturns. During financial planning reviews, we discover the true character of our clients' goals which, in turn, crystallizes the purpose of our investing strategy.

As a Registered Investment Advisor, we uphold the Fiduciary standard. This means that with every decision and action we make on our clients' behalf, our most important priority is to look out for their best interests. And as a fee-only advisor, our clients enjoy genuine transparency on what drives our choices and how we are compensated.

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