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Our Story

Raise The Bar (RTB) Financial Group is a multifaceted advisory firm committed to a hybrid practice with the advantage to holistically plan for individuals, families, entrepreneurs and businesses at any stage, both personally and professionally.

Our passion is to empower clients to “Raise The Bar” of their situation while crafting strategies to accomplish their goals and add value to their unique financial reality. Our desire is to provide a VIP level of service and leave our clients with an extraordinary experience that is focused on their goals and desires.

Optimizing pathways to achieve results, reverse engineering goals, laying the framework to take action are crucial to obtaining what is desired to be accomplish. RTB is built on a foundation that is focused on education, empowerment and partnership.


Key Attributes of RTB Financial Group Include:

  • Mutual Respect
  • Client Confidentiality
  • Focused on Client Objectives
  • Commitment to Clients Plan of Action
  • Communication, Transparency and Service
  • Client Centric Experience