About Our Company

Guiding You Through Every Financial Season

Our Mission

We help high-net-worth individuals protect purchasing power and structure sustainable retirement income.

Our planning process integrates proactive tax strategy, disciplined allocation, and long-term economic cycle analysis. Rather than reacting to markets, we help clients prepare for inflationary and deflationary environments — so retirement income remains durable.

When strategy is clear, clients gain confidence, control, and clarity.

How we started

RLA was founded with a focus on tax-aware retirement income planning.

Our approach considers long-term economic cycle analysis and structured allocation strategies designed to protect income across changing market conditions.

Today, we serve clients who seek disciplined planning grounded in historical insight — not short-term market reactions.

Our Partners

Dennis Tubbergen

Senior Financial Advisor

Fritz Gearhart

Senior Financial Advisor

Firm Values

Stability

We build strategies designed to endure. Our planning is grounded in historical economic cycle analysis, and disciplined analysis, helping clients navigate change without reacting to short-term noise.

Clarity

Complex financial decisions require clear thinking. We prioritize education, transparency, and straightforward communication so clients understand not only what we recommend, but why.

Integrity

Every recommendation we make is guided by fiduciary responsibility. We act in our clients’ best interests at all times, with honesty, discretion, and accountability.

RLA Tax & Wealth Advisory is a privately held advisory firm providing tax planning, retirement planning, and wealth strategy services. Information on this website is for educational purposes only and should not be construed as legal, tax, or investment advice. Advisory services are provided on a fiduciary basis and are tailored to individual circumstances. No strategy can assure or guarantee specific results. Past performance is not indicative of future outcomes. Consult with qualified professionals before making financial decisions.