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Helping You Sustain Your Legacy

To provide long term security for your family, you must have a blueprint for success. Rutherford Financial Group, Inc. can get you there.

We offer a comprehensive solutions through a spectrum of financial services. From growing your wealth to planning for your family’s future, we are a national preeminent investment advisor.

Meet Our Advisors

Welcome to Rutherford Financial Group, Inc.

At Rutherford Financial Group Inc, we focus on helping our clients manage their current wealth, create an income stream from that wealth, and effectively transfer that wealth in the most tax-efficient manner to their heirs.

We primarily work with current retirees, people who are within a few years of retirement, and small business owners. We anticipate a life-long partnership to help you and your family stay on track.

Contact us today for a free consultation.

Planning Process

We do business the old fashioned way-face to face and talk to you in words that you can understand, leaving the industry jargon at the front door. We want you to walk away knowing the plan in place for you and have it be something you understand. Many of our clients choose to include multi-generations of their family in the process. Take advantage of our no-cost no-obligation consultation to see if we are compatible.

Wealth Management

We manage wealth the way your parents recommend-"Don't put all your eggs in one basket." We believe to be successful, you need to own many types of investments, a certain amount in each one, and reevaluate and rebalance them when the markets shift, essentially creating an opportunity to sell high and buy low.

Wealth Transfer

We work with your family, estate planning attorney, and accountant to create the most tax-efficient strategies for passing on your wealth to heirs. Although we cannot eliminate taxes, we can look at various methods to minimize the amount of taxes paid by your loved ones. We feel that since you have worked hard to create your wealth, it is best to keep as much as possible in the family, except for your Uncle Sam.

Our Areas of Expertise

Market Summary

College Planning

Rising education costs require a forward-thinking plan. Rutherford Financial Group, Inc. can help you prepare for one of life’s biggest investments.

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Accounting & Tax Services

Let us handle the details. We’ll help manage your affairs so tax season doesn’t seem so daunting.

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401k & IRA Rollovers

Managing your company’s 401k program can seem complicated, but Rutherford Financial Group, Inc. will make it easy. Our time-tested benefit strategies will leave your employees in good standing.

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