About REIBER WEALTH
REIBER WEALTH is an independent financial planning firm that specializes in providing comprehensive wealth management services to individuals and businesses. With over 20 years of experience in the industry, our team of financial experts is dedicated to helping clients achieve their financial goals through personalized strategies and exceptional client service.
How does the advisor help clients – Key Takeaways:
- Offers comprehensive wealth management services
- Dedicated to personalized strategies and exceptional client service
- Over 20 years of experience in the industry
Facts and Insights:
As an independent financial planning firm, REIBER WEALTH is not tied to any specific products or services, allowing us to provide unbiased and objective advice to our clients. We strongly believe in transparency and integrity in our client relationships, and we pride ourselves on maintaining the highest ethical standards in the industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2021) | 5 | Over 20 years |
Financial Services Offered:
At REIBER WEALTH, we offer a wide range of financial services to help our clients achieve their financial goals. Our services include:
- Wealth management and investment planning
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance services
- Business planning and consulting
Client Types:
We work with a diverse range of clients, including individuals, families, small business owners, and professionals. Our clients come from all walks of life, and we are committed to understanding their unique needs and goals to create customized financial plans that meet their specific objectives.
Fees & Compensation:
Our fees are based on a percentage of assets under management, and we are committed to providing transparent and competitive pricing for our services. We believe in putting our clients’ interests first, and our compensation structure is designed to align with their needs and objectives.
Background:
REIBER WEALTH was founded by John Reiber, a seasoned financial expert with over 20 years of experience in the industry. John is a Certified Financial Planner (CFP®) and holds various other professional designations. With his extensive knowledge and expertise, John leads a team of knowledgeable and dedicated financial advisors who are committed to providing exceptional client service and helping clients achieve their financial goals.
Financial Advisor Disclosures to Know:
As a registered investment advisor, REIBER WEALTH is required to adhere to strict fiduciary standards, which means we are legally bound to act in the best interests of our clients. We are also transparent about any potential conflicts of interest, and we comply with all regulatory requirements to ensure the highest level of compliance and integrity in our services.