Intelligent financial management for everyone.
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Intelligent investing with a personal advisor.
Work with your advisor to create a budget, develop your financial goals, and invest to reach those objectives.Schedule a Demo
Pricing per householdGet Started
Traditional, Roth, & SEP IRAs
IRA, 401(k), & 403(b) Rollovers
Schedule a meeting and sign up for an account!
We support most accounts: individual, joint, trust, IRAs, and rollovers. RhineVest provides guidance on outside accounts including 401(k), 403(b), and 529 plans. If you're looking to transfer an employer-sponsored plan, we can help facilitate a roll-over.
Yes! Meeting with an advisor, virtually or in-person, allows us to tailor your investment portfolio to your unique financial goals and personality. We’ll work with you to outline specific financial goals (building a safety net, saving for a new house, retirement planning, etc.) and coach you throughout the process.
We believe everyone should have access to intelligent financial advice. At RhineVest, there are no minimum balances required to open an account.
Learn more about why RhineVest was founded here.
RhineVest sponsors a program that uses MTG, LLC, operating under the trade name Betterment Securities, as its custodian. Betterment Securities is a registered FINRA and SIPC member broker/dealer.
We know how important it is to keep your information safe. We use secure socket layer (SSL) technology to establish a secure link and encrypt information transferred between our servers and your browser. Our custodian, Betterment Securities, employs bank-level encryption technology. You can read about it here.
RhineVest’s core principles are rooted in the belief that individual investors are best served by a low-cost, passive investment strategy. More specifically, our philosophy is guided by the belief that low-cost, passive management via a portfolio of exchange-traded funds (ETFs), outperforms active management on an after-tax, net-of-fees basis. Read more here.