RHA Wealth Employee Directory

Financial ServicesNorth Carolina, United States2-10 Employees

RHA Wealth is a Raleigh, North Carolina-based independent wealth advisory firm that serves high-earning professionals, business owners, and families. The firm emphasizes a planning-first approach that integrates modern technology with clear guidance to ensure recommendations align with clients’ goals, values, and timelines, while maintaining fiduciary duties and avoiding proprietary products. Its services focus on advanced planning for high earners, including comprehensive financial planning and tax-aware strategies coordinated with clients’ CPAs, as well as guidance for business owners through liquidity events and pre- and post-sale decisions, and long-term family planning such as retirement readiness and multi-generational legacy planning. The team holds professional designations such as CFP, CEPA, CPWA, and CRPC, and RHA Wealth partners with Sanctuary Wealth to support its independent model. The company operates in the financial services industry and positions itself as a fiduciary advisor that aims to simplify sophisticated wealth management for its clients.

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