Ritholtz Wealth Management

Ritholtz Wealth Management is a fee-based financial advisory and wealth management firm founded in 2013. The firm provides comprehensive portfolio management, financial planning, and corporate retirement services to individuals, high-net-worth individuals, trusts, estates, and institutions. Their investment philosophy is centered on capital preservation, risk management, and goals-based investment planning, utilizing a multi-asset strategy focused on diversification and low-cost instruments like ETFs and mutual funds. The firm is a registered investment adviser (RIA) with the U.S. Securities and Exchange Commission.