RNP Advisory Services, Inc. Employee Directory
Investment ManagementCalifornia, United States2-10 Employees
RNP Advisory Services, Inc. operates as an independent, fee-based investment advisory firm that focuses on financial, retirement, and business planning for a select group of successful individuals and business owners. The firm emphasizes a comprehensive, integrated approach to investment and planning, guided by a disciplined process and Modern Portfolio Theory, with an Investment Committee that includes notable figures associated with the theory. Its service model combines institutional-level management with personalized, ongoing client relationships to tailor strategies to individual financial goals. Based in Morgan Hill, California, the firm reports decades of combined advisory experience and manages diversified portfolios for its clients. A notable development in its recent history is its acquisition by Buckingham Wealth Partners in 2020, indicating a transition within the broader advisory ecosystem.