RHA Wealth recently left Merrill Lynch and formed an independent advisory practice in Raleigh. They have used financial planning as the focus of their practice for years and now have partnered with the most advanced technology to help their clients. Most people genuinely have never had a financial plan made for them, and if they did, they were unsure of how to interpret the information.

RHA Wealth wants to change this by focusing on helping people and businesses make smart decisions with their money. Exclusively for our EO members, RHA Wealth will demo the most advanced financial planning technology to show you what a financial plan looks like in the modern world. They will incorporate some of the questions business owners have posed to them over years, and we will answer your questions along the way including:

• How does the sale of a business impact my personal finances?

• How can I save into different retirement benefit plans as an entrepreneur?

• How do I incorporate succession planning and preparing for the unprepared asan entrepreneur?

John Rumsey
CEPA, CPWA®, CRPC®
Managing Partner

John is a co-founder of RHA Wealth along with Robert Hartinger and Clark Abbott. Prior to his role, John was a First Vice President and Wealth Management Advisor at Merrill Lynch where he advised clients for over a decade. His focus is overseeing the management of client assets through the development of a well-articulated plan that keeps each client’s goals in focus. His favorite clients to work with are entrepreneurs because of the unique way they see the world and the interesting opportunities they have to invest in their future.

John is a Certified Exit Planning Advisor, Certified Private Wealth Advisor® and a Chartered Retirement Planning Counselor. He holds a Bachelor’s degree in Real Estate from Florida State University, a Master’s in Business Administration from the University of North Florida and he is a FINRA registered General Securities Principal.

As a part of the community, John serves on the board of the Friends of the North Carolina Museum of Natural Sciences and sponsors the local chapter of the Entrepreneurship Organization.

When not in the office, he spends his time with his wife and two daughters enjoying anything outdoors.