RubinBrown Advisors was created in 2002 based on demand from existing RubinBrown clients. While our practice has grown beyond purely serving RubinBrown tax clients, our mission has remained the same: to provide trusted, superior service.

RubinBrown Advisors pride ourselves on providing exemplary service. We:

• Serve as fiduciaries to help clients identify, prioritize and help clients achieve goals and objectives
• Offer independence, transparency and objectivity
• Provide an integrated suite of services using a team of highly skilled, experienced professionals in taxation, estate and financial planning, and investments
• Engage in frequent communication
• Follow a systematic, disciplined approach to investing
• Educate you about investments and matters of personal finance
• Provide services for fees only, no commissions
• Are relationship, not transaction oriented

Yes. RubinBrown Advisors is registered with the Securities and Exchange Commission as an investment advisor.

We are paid a percentage of the assets for which we provide investment advisory services. Fees vary by the amount of client assets on which we consult. As independent advisors:

• We work for you.
• We do not sell investment products.
• We do not receive commissions or manage proprietary funds.
• Our success is directly tied to your success.

RubinBrown Advisors adheres to strict privacy and confidentiality guidelines. To view a copy of our privacy policy, please see our Disclaimers & Privacy Policy.

Client assets are custodied at third-party companies like Charles Schwab, Pershing, or SEI Private Trust Company. These organizations are subject to a number of rules and regulations to protect your assets. The securities held at these organizations are yours. These organizations cannot use your assets to finance their business.