Make your nest egg work smarter

with a clear financial plan

Make your nest egg work smarter

with a clear financial plan

CREATE A ROADMAP

GENERATE INCOME

PROTECT YOUR ASSETS

Retirement shouldn't bring worry and uncertainty

  • The #1 retirement fear is running out of money.

  • Will you be able to generate income and manage through market volatility or a bear market?

  • Not sure how timing of social security benefits could impact your retirement income?

Get professional help with a financial plan and ongoing process

Get professional help with a financial plan and ongoing process

We understand financial decisions can be overwhelming

Our fiduciary advisors have helped clients prepare for and thrive in retirement. Everyone has different goals and situations so we adhere to a planning process that provides more clarity.

Working with a financial advisor is a partnership. Not only do we work together to create a plan and investment strategy, but we can set up monthly transfers to your checking account, check requests, and handle charitable distributions.

We'll create a plan and process working together toward your:

  • Peace of Mind

  • Living Well and Giving Well

  • Legacy

How to Start the Process

1. Schedule a Call

Start with a no obligation call so we can point you in the right direction.

2. Listening Session

An advisor will listen to your concerns, needs, and objectives.

3. Create a Plan

You will receive a proposal for a custom plan to achieve your goals.

As Seen In

Our Firm

As a fee-only advisor since 1993, Runnymede’s priority is to do the right thing for its clients. Our goal is to deliver personalized advice, planning, and investment management to meet your goals and objectives. Runnymede offers well-researched investment strategies that emphasize long-term growth and asset protection.

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