Meet the Team RubinBrown Advisors Client Portal
LinkedIn Twitter
About Us Process Overview Resources & Custodian Sites Contact Us
About Us Resources & Custodian Sites Contact Us

Process Overview

RubinBrown tailors our financial management services based around the major life phases that make up a financial plan. We have categorized these stages into four phases, which encompass the general path that we take during our working career, preparing for and then enjoying retirement.

Phases of Portfolio Management

Building A Financial Foundation

Our individualized approach allows each client to have a feeling of control over their financial destiny. At the financial foundation stage, we work together to lay the groundwork for your future goals.

Learn More

Preparing for Retirement

Once a foundation has been put into place, several years (at least) before retirement commences, it makes sense to take a step back and take a look at the state of your financial plan and evaluate a few questions.

Learn More

Retirement

With the planning steps put in place during your foundation and preparing for retirement phases, putting your goals into action and enjoying your retirement should now go hand-in-hand.

Learn More

Managing A Legacy

One aspect of a successful retirement stage is that you start to look beyond your own needs and, for some individuals, consider ways to transition your assets for future generations or charitable contributions.

Learn More

Back to Home

Market Updates

At RubinBrown Advisors, we provide valuable insights detailing emerging trends and market updates that matter most to you.

Market Updates

At RubinBrown Advisors, we provide valuable insights detailing emerging trends and market updates that matter most to you.

Now displaying 2 of 2 articles
Insight Article | May 8, 2025

The Bear Market Field Guide

There is nothing enjoyable about market corrections and/or recessions. Perspective can go a long way to successfully navigating these periods, uncomfortable and difficult as they may be.

Learn more
Insight Article | March 7, 2025

Market Review: Growth Scare Hits Assets

High valuations come with high expectations. U.S. equity markets step back on growth concerns.

Continue Reading
Page 1 of 1 Prev Next
1-800-678-3134 Integrated Planning for Life
Form CRS Form ADV Part 2a Disclaimers Privacy Policy © 2025 RubinBrown Advisors
An Affiliate of RubinBrown LLP