RBF Wealth Advisors

Roman, Butler, Fullerton & Co. has created customized solutions for clients since 1984. Our experienced staff comprises client-focused advisors with extensive experience across all types of market environments. We believe the key to reaching your financial goals is to develop a deep understanding of your needs and a custom financial plan to reach them. Our Investment Process identifies quality securities and manages them with a sensitivity to market conditions. We constantly review your needs and portfolio to ensure that all your financial resources are constantly working to support your goals.