Our vision is to be the go-to “small giant” company delivering 1) the very best of personal finance, investment, and wealth building education, coaching, and community and 2) consulting and capital allocation services that constantly refine our knowledge.

We want RBMT to grow into a lifestyle business that is motivated by a passionate pursuit of values. Our mission is to eradicate financial illiteracy and help as many people as possible learn how to escape the rat race and build generational wealth. We believe this is one of the biggest failures of the United States public education system. We have allowed the drive for profit to override our need to invest in an educated society. RBMT intends to plug one of the largest holes: personal finance.

To maintain profitability as a business, we offer boutique, white-glove capital allocation services by leveraging our real estate and investment knowledge to underwrite, curate, and deliver high-quality commercial multifamily deals to busy professionals.

By limiting our need to pursue constant growth to satisfy shareholders and intentionally remaining small, RBMT shall maintain the ability to delivery the level of quality we intend (white-glove service) and also allow proper attention and time to be given to human development needs of all people involved in business operations from employees, to customers, to 3rd party affiliates, and other stakeholders (stakeholder capitalism).