RubinBrown originally provided wealth advisory services - branded as RubinBrown Wealth Management - beginning in 2002, offering portfolio management, tax planning/preparation, personal financial consulting, estate planning, and more. The firm currently operates its portfolio management services via a wholly owned affiliate, RubinBrown Advisors, with $1 billion of assets under management.
“The service we provide begins with solid planning that integrates all aspects of our clients’ financial lives," said John Herber, chairman of RubinBrown, in a statement. "The new, more robust RubinBrown Wealth Advisors brand more accurately depicts that. Through the powerful combination of planning, managing and advising, RubinBrown’s Wealth Advisors provide solid guidance on our clients’ entire financial picture.”
RubinBrown Wealth Advisors will launch their new site, www.RubinBrownWealthAdvisors.com, later this summer.
Founded in 1952, RubinBrown currently has 500 team members in offices ranging from Denver, Kansas City, Nashville and St. Louis, and is an independent member ofBaker Tilly International.
For more on RubinBrown, head to their site here.