Financial Planning and Wealth management

It’s Worth Planning For

You deserve confidence in every financial decision and clarity in every step. Whether you’re navigating life events, preparing for large financial decisions, or going through major transitions, we have the experience to help you find the right answers so you can move forward with purpose.

Our Resource Partners

Recognized for Excellence and Integrity

Our financial advisors are proud to be recognized by respected industry organizations for their commitment to ethical guidance, exceptional client service, and outstanding long-term financial outcomes. These honors reflect our client-first, values-based approach.

But what matters more than accolades is how we show up for you—year after year, decision after decision. Our reputation is built not just on what we’ve achieved, but on the trust we’ve earned from those we serve.

click each logo to learn more about our Key Designations and Certifications.

The Advisors to Watch ranking from AdvisorHub recognizes outstanding financial advisors nationwide for exceptional scale and quality of practice, impressive year-over-year growth, and a strong commitment to professionalism and client service.

The Certified Exit Planning Advisor® (CEPA®) designation is the most highly regarded exit planning credential in the marketplace today.

For more than 30 years, CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.

The CRPC® designation is the industry benchmark for retirement planning credentials and is encouraged by the top firms in the industry.

The Certified Private Wealth Advisor® (CPWA®) is an advanced professional designation for advisors who serve high-net-worth clients.

Personalized Wealth Management for All of Life’s Financial Milestones

From building wealth to preserving it, we provide customized planning built on deep listening and practical proficiency. We have the ability to simplify complex financial decisions and can educate you on the options and opportunities available to you.

Our financial planners carefully construct a customized financial plan as a specific road map to help you pursue your long-term goals. Because we’re independent and have no proprietary products, our advice is truly objective. As your fiduciary, we place your best interests above all others.

Our core services include:

Financial Planning

investment Management

business owner planning

Thanks to our strong relationships with CPAs, estate attorneys, and other specialists, we can connect you with an even wider range of professional services.

about RHA Wealth

RHA Wealth is a wealth management firm based in Raleigh, NC, dedicated to helping people and organizations make smart decisions when it comes to building, managing, and growing their wealth. As an independent firm and fiduciary, we work for you—and only you. Our advice is grounded in ethics, experience, and empathy. When life changes, we’re there to re-center your plan and keep you moving forward with confidence.

Our team consists of seasoned advisors with credentials such as CFP®, CEPA®, CPWA®, and CRPC™. Collectively, we bring years of experience in financial planning, investment management, liquidity and exit planning, and advanced strategies for high-income individuals and business owners. We’re committed to listening, educating, and building a personalized road map to help you reach what matters most.

Who Our Financial Advisors Serve

We specialize in helping affluent families, entrepreneurs, and Retirees navigate complex financial lives with clarity.

Our clients are thoughtful, driven, and deeply invested in their future. They want to understand the “why” behind every recommendation and appreciate a long-term partner who brings structure, insight, and calm to major financial decisions.

If you’re looking for a long-term partnership you can rely on for years to come, our team would be honored to connect with you. Through clear communication and consistent follow-through, we build trust and deliver clarity through all your life transitions and milestones.

testimonials

"Going through a divorce was a troubling time. John and his team made the transition to financial freedom and security effortless (on my part). John is always responsive no matter how ridiculous my questions may seem. We have yearly reviews where he explains my financial standing in terms I can understand. I will be a life long client of RHA Wealth."

"John Rumsey and RHA Wealth provided us with the most comprehensive financial plan we have ever received. We have used other big box planners in the past but none laid out the details a thoroughly as John. John is extremely responsive and patient with all of the questions we pose. We easily and quickly recommend him to everyone we know!"

"John, Robbie, Clark & Ashely at RHA wealth are the bee's knees, the cat's pajamas, the cat's meow (insert your favorite nonsense phrase). Whether you have a single clam to your name or honey pot that would make Pooh bear drool, they want to work with you and put you on the path to financial freedom. But you don't have to take my word for it ..."

These reviews were provided by current clients. No compensation was given for these reviews, and there are no conflicts of interest affecting the content.

Additional reviews are available on our Google Business Profile.