Niche Market Focus Rutherford Asset Planning specializes in fee-only wealth management with an emphasis on personalized financial advising, presenting opportunities for high-value client engagement and premium service offerings.

Regional Presence With offices in New York City, Naples, and Tampa Florida, the company has a strategic geographic footprint that allows for tailored local marketing campaigns and expansion into surrounding affluent markets.

Strong Industry Credentials Affiliation with the National Association of Personal Financial Advisors (NAPFA) and highly educated principals position the firm as a trusted, professional advisor, enabling sales pitches centered on credibility and expertise.

Technology Adoption Utilizing a technology stack with MySQL, PHP, and web hosting services, the company shows readiness for digital engagement, which can be leveraged to offer integrated financial planning tools and client portals.

Growth Potential With revenue estimates between 1 million and 10 million dollars and a lean team, there are opportunities to introduce scalable financial products, CRM solutions, or marketing services tailored to similar-sized firms.