Our Core Values

Financial service is our mission, total personal service (investor psychology, hospitality, personal life coaching)

Every individual relationship is to be cherished

Building sustainable, long-lasting relationships is a core competency for RBMT

White-glove service

Eradicating financial illiteracy

We are passionate about developing erudition and tactical ability in personal finance, investing, and real estate investing

Not just “know what” but “know how”

Learn through traditional learning (research, mentors, training courses) and learn through experimentation, trial & error

Humility backed by thorough domain authority

Client financial success, 3rd party affiliate success, and employee success is RBMT success

Operational excellence is in our DNA

Achieving results for clients is our "table stakes"

Always adding value to others

Because everyone deserves to live a rich life and wealthy retirement

What are we even doing here?

We’re doing good, doing it well, becoming better individuals, and enjoying life as we do, for the pursuit of human happiness

Fulfillment of employee life goals through business-related activity

Human rights

Compliance with the law & sustainability