Skip to content
facebooklinkedinenvelope

Rodenbaugh Wealth Management of Raymond James

Rodenbaugh Wealth Management of Raymond JamesRodenbaugh Wealth Management of Raymond James
  • Home
  • About Us
    • About Us
    • Michael A. Rodenbaugh
    • Melinda G. Martinez
    • Ashley Thompson
    • Why Work With a CFP, CEPA, CIMA
    • About Raymond James
  • Our Clients
    • Our Clients
    • Business Owners
    • Auto Industry Professionals and Executives
    • Families & Individuals
    • Women Investors
    • Pre-Retirees
    • Retirees
    • Corporate Executives
  • Our Difference
    • Our Difference
    • Our Process
    • Financial Planning
    • Portfolio Management
    • Alternative Investments
    • Retirement Planning
    • Business Planning
    • Estate, Charitable Giving & Trust
  • Resources
    • Resources
    • Rodenbaugh Roundup
    • Client Access Videos
    • WorthWhile
    • Living Your Legacy
      • Living Your Legacy
      • Career
      • Community
      • Family
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • 3230 Camp Bowie Blvd Suite 400 Fort Worth, TX 76107-2530 T: 817.871.4629 TF: 833.980.2928 F: 817.332.7297
    Map and Directions Map and Directions
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Estate & Giving
    • Family & Lifestyle
    • Markets & Investing
    • Retirement & Longevity
    • Tax Planning
  • Topic
    • Business Owners
    • Fixed Income
    • Retirement Planning
    • Women
  • Media
    • Article
    • Commentary
    • Infographic
Infographic: The gift of philanthropic planning
Investing time and strategy into your philanthropic goals today could help ensure they become traditions each new generation can pay forward.
Estate & Giving
Giving is a family affair
How to inspire charitable values for generations to come.
Estate & Giving
Read
Read
Through the back door to bigger retirement savings
“Backdoor” strategies let you enjoy the benefits of a Roth while getting around some of the limitations.
Retirement & Longevity
In the name of conservation
How you can join accredited zoos and aquariums in global conservation efforts.
Estate & Giving
Should you franchise your business?
Learn what makes a good franchisor and how to get started.
Business Ownership
Read
Trim your future tax bill by thinking ahead
Don’t procrastinate when it comes to prepping for tax season.
Tax Planning
Read
Resist Short-Term Temptations
11/12/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Read
Why 15 minutes of mentorship has game-changing potential
75% of executives say mentoring has been critical to their career development.
Business Ownership
Go green this holiday season
Simple ways make your celebrations more sustainable.
Family & Lifestyle
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity
Important financial considerations for single parents
Build an action plan to protect yourself and your loved ones.
Family & Lifestyle

A financial relationship you can count on

facebooklinkedinenvelope

Rodenbaugh Wealth Management of Raymond James

Rodenbaugh Wealth Management of Raymond JamesRodenbaugh Wealth Management of Raymond James
  • 3230 Camp Bowie Blvd Suite 400 Fort Worth, TX 76107-2530
  • T: 817.871.4629
  • TF: 833.980.2928
  • F: 817.332.7297
  • Map & Directions
  • Map & Directions

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Exit Planning Institute owns the certification marks “CEPA” and “Certified Exit Planning Advisor.” An advisor who earns the CEPA® designation has successfully completed the Exit Planning Institute’s initial and ongoing requirements.


Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.


Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in alternative investments if you do not require a liquid investment and can bear the risk of substantial losses.


Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.