Now Hiring: CFPs

At RWM, we have been fortunate to be growing our firm rapidly.

Over the past quarter alone, we added an institutional division, headed by Ben Carlson, and a unique Educators/403(b) division, led by Tony and Dina Isola.

Simultaneously, the firm continues to grow our client base. Since we love to keep our employee to client ratio low, we are now looking to hire a few (at least 1 Senior and 1 Junior) client facing CFPs in the New York HQ.

If you are a CFP, looking to join a fast growing firm that is committed to the best interests of its clients, please contact Erika at:


info -at-

We are very excited about what we are doing, and looking for like-minded individuals who want to join our quest.




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  1. catman commented on Dec 8

    Is this a new indicator? Should I be selling? Kind of a small sample size. Best BR, but be careful as always.

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