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Rabe Investment Consulting Group Advice for The Life You Live.

Individualized advice, investments, and plans built around your life, goals, and values. Nothing here comes off the shelf. It's all made just for you.

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Protect Your Legacy

+ Let us coordinate the planning for multi-faceted finances so you can live beyond the balance sheet.

For Growing Families

+ Lean on us for planning, saving, and investing so you can enjoy what matters most.

Pivot with Confidence

+ Let us guide you through life's changes; both those we can predict like sending a child to college, and those we can't like loss of income.

What We Do Advice Shaped by Your Life

What We Do 
Advice Shaped by Your Life

At Rabe Investment Consulting Group, we believe your investments should reflect your values. We build and maintain financial plans as unique as you are, and design one-of-a-kind portfolios to support them. Keeping your values front and center, we develop savings recommendations, investment strategies, and advice tailor-made to your goals.

As a fee-only, independent Registered Investment Advisor, we act as a fiduciary for every client, both by conviction and by regulation. So don't settle for impersonal advice, we serve a select group of clients so we can offer each of them the attention they deserve.

Stages of Life Planning For Every Chapter.

Life doesn't stand still, and your plan shouldn't either. Wherever you are today, we'll meet you there and help you prepare for what's next.

Chapter One Young Families

Chapter One Young Families

Building good habits early: cash flow, protection, education savings, and your first real plan. Robust enough to give you confidence, simple enough to understand. 

Chapter Two Career & Growth

Chapter Two Career & Growth

Making the most of peak earning years with tax-aware strategies, equity compensation, and a portfolio that works as hard as you do.

Chapter Three Life Transitions

Chapter Three Life Transitions

Clear, patient guidance through divorce, loss, inheritance, or a business sale, so you can move forward with confidence.

Chapter Four Retirement Ready

Chapter Four Retirement Ready

Defining what your retirement will actually look like and providing the income so you can enjoy the adventure.

How We HelpFour Ways We Guide Your Wealth.

Whether you need a comprehensive plan or help with a single decision, our clients are welcome to bring us any question with a dollar sign attached.

Financial Planning

A living plan connects today's choices to tomorrow's goals. Our coordinated planning guides you through every chapter of life, retirement, Social Security, and Multi-Generational Wealth protection.

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Investment Management

Custom Portfolio Management  means your assets are curated to your goals, values, and risk tolerance; managed in-house by our own fiduciary CFA® charterholder.

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Estate  &  Legacy

Having confidence in your longest term plans allows you to enjoy today. We coordinate with Tax Professionals and Estate Attorneys to protect what you've built, benefit the people you love, and support the causes that matter to you.

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Guidance For You

As a fee-only, fiduciary financial advisor, we offer focused advice for business owners, families, and young individuals. We know that each client is unique, and our advice is tailored to your needs.

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Our Team A Dedicated Team,
Deeply Invested in You.

We're a small firm by design. When you work with us, you work directly with the people making decisions about your plan and your portfolio, not a call center or a rotating cast of associates. We get to know you, we pick up the phone, and we stay with you through every chapter.

Meet the Team

Our Process A Thoughtful Approach To Building Your Wealth.

We start by listening. Every relationship begins with a series of get-to-know-you meetings, held in person or virtually, so that your plan is built on your real life rather than generalized guidelines.

Step Four Implement, Monitor, Evaluate, and Adjust

Once we're up and running, we're a phone call or email away. Bring us any question with a dollar sign attached.

Step One Listen to Understand

A relaxed conversation about where you are, where you'd like to be, and whether we're the right fit for each other.

Step Two Build Your Plan

We dig into the details of your goals, values, and risk appetite, then design a financial plan and investment strategy made just for you.

Step Three Offer Specialized, Independent, Objective, and Unbiased Advice

Markets move and life changes. We track your progress, adjust as needed, and meet at least annually to keep everything on course.

A Team That's Always There For You.

A Team That's Always There For You.

Why Choose Us A Team That's Always There For You.

When you trust us with your savings and investments, we make ourselves available. Many of our clients like to meet several times a year; all of them can reach us by phone or email whenever a question comes up.

We're compensated as a fee-only advisor with no hourly, trading, account, or hidden fees, so our only incentive is to help you do well.

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Partners Through Every Chapter of Life.

Partners Through Every Chapter of Life.

Who We Are Partners Through Every Chapter of Life.

We're a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst® working side by side, which means planning and investing happen under one roof and speak the same language.

Based in Richfield, Ohio, we work with families, professionals, and individuals across Northeast Ohio and in all 50 states.

Keeping The Focus On What Matters Most.

Keeping The Focus On What Matters Most.

What We Do Keeping The Focus On What Matters Most.

Our mission is to guide you through a changing financial landscape and help you feel confident pursuing the goals and endeavors that matter most to you and your family.

We also believe in giving back. We're proud to support local non-profits and religious organizations, and we're open to donation-matching opportunities for the causes our clients care about.

Frequently Asked Any Questions? We've Got Answers.

Straight answers to the questions we hear most. Don't see yours? Reach us at info@rabeicg.com.

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  • It depends less on a single number and more on what you want retirement to look like. We'll look at your savings, expected income sources like Social Security and pensions, your spending, and your timeline, then build a plan that shows you where you stand and what adjustments, if any, would help. Many clients find they're closer than they thought; others find a few small changes now make a big difference later.

  • Yes. An estate strategy isn't just about taxes; it's about making sure the people you love are cared for, your wishes are followed, and your family maintains privacy in a vulnerable time. Beneficiary designations, a will, powers of attorney, and guardianship decisions matter at every asset level. We'll help you understand your options and coordinate with an estate attorney to put the right documents in place.

  • A portfolio should be measured against your goals, not just against the market. We start with your experience, needs, and risk appetite, then build and manage a portfolio designed to support your plan. You'll always be able to see where you stand, understand why you own what you own, and ask us anything about it.

  • The best time was 20 years ago. The second best time is now. Whether you're handling your first rollover, wondering if you're on track for retirement, or managing significant wealth, having a plan earlier gives you more options. There's no minimum required to start a conversation with us.

ContactWe'd Love To Hear From You.

It's never too early to get started. Tell us a little about your goals, and we'll reach out to set up a conversation.

  • 4199 Kinross Lakes Parkway, Suite 210
                Richfield, OH 44286
  • info@rabeicg.com
  • (216) 770-7330
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