Rcplanners
Rcplanners (CRD# 298369) is a financial advisory firm headquartered in Glen Allen, VA. They manage $66,036,027 in 556 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management66MILLION
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Total Number of Accounts556ACCOUNTS
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Average Account Value$118,770
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, MI, NC, PA, SC, VA
Joseph Harmon (CRD# 5942458) is an Investment Advisor Representative working at Rcplanners in Grand Rapids, MI and has over 12 years of experience in the finance industry.
Jeremy Shipp uses first-hand experiences combined with the ability to equate various financial aspects in providing well-rounded advice. His ability to connect with individuals one-on-one, as well as larger groups in his travels as a national public speaker, provide an excellent platform to educate on ways of growing and preserving wealth while gaining financial literacy. Shipp’s straightforward and direct approach is an unconventional but appreciated characteristic for his industry. He is dedicated to humanitarian efforts, evidenced by his support to countless families in applying for, and ultimately receiving, the Aid & Attendance Veteran’s Benefit.
Shipp’s customized financial strategies which incorporate asset allocation, financial management, retirement planning, and wealth succession, are the basis for his repeated appearances on CBS. He has also been featured in Forbes, Wall Street Journal, US News & World Report, The Street, and Yahoo! Finance, for his knowledgeable and proven concepts.
“I live for the moments when I can present a client with a plan that incorporates the full picture.” Shipp says the success of his clients is what truly resonates with him and brings him fulfillment in what he can provide to individuals and families.
Shipp holds the Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), and Wealth Management Certified Professional (WMCP®) designations. He is a master mentor and sits on the advisory council for MoneyTrax, a wealth planning organization that has been nationally recognized for its unique financial planning approach and advanced training.
With a degree in Mathematics, Shipp’s ability to provide valid, verified, and logical strategies makes him the ‘go to guy’ for any financial strategy or concept considered for his clients. He verifies and mathematically backs up every approach and breaks it down into easy and understandable terms.
Jeremy Shipp enjoys spending time with family when he is not advising, teaching, or speaking. Shipp also enjoys the outdoors, biohacking, golf, and watching Buckeye football. He grew up in central Ohio, where he resided until his relocation to the Richmond, Virginia area in 2010.
Michael Boyer (CRD# 7773403) is an Investment Advisor Representative working at Rcplanners in York, PA and has over 2 years of experience in the finance industry.