Strategies tailored for every generation.
RTB Advisors is a boutique financial firm in Beverly Hills, CA. We understand that individuals, families, and businesses face unique challenges, opportunities, and life events. Our holistic approach can help take the mystery out of preparing for today and tomorrow.
It starts with a conversation and may last a lifetime.
Access Knowledge, Resources and Specialists at your Fingertips
Do you want to take your practice to the next level? Gain access to a team of experts in all areas of Tax and Financial Planning, so you can add more value for your clients.
Are you looking to build or grow your business with an innovative, independent team with resources, specialists, and support to grow your business while expanding your options.
Whether you're a College or Pro Athlete, we bring you knowledge and financial support at every step of the game and beyond. Don't just do what people say, know what you choose.
Our team of advisors are focused on one thing, helping you reach your financial goals We service clients in all 50 states and can meet either in person or virtually. If you are looking for someone who cares about you, your situation, and builds long lasting relationships, then click the button below to connect with one of our team members.
Founder | Bestselling Author
Certified Exit Planning Advisor
Financial Services Professional
If your a business owners, entrepreneur or accounting professional, take a few minutes to explore what might be possible.
Best for business owners, entrepreneurs, accounting professionals, and service professionals working with business professionals.
Best for accounting professionals, enrolled agents, CPAs, bookkeepers, and those that provide Tax Filing and Tax Planning services.