Broker Check

About RFB

What We Do
Guiding You Beyond
The Numbers

In 2019, RFB Financial Strategies was founded with a clear mission: to educate and collaborate with clients as they work toward their financial goals. Our journey began with the belief that financial planning is not just about numbers but about building lasting relationships based on values and integrity. 

Our mission is to guide you through every step of your financial journey. We work closely with you to develop, manage, and pursue the strategies that align with your aspirations. By fostering a collaborative environment, we aim to empower you with the knowledge and tools needed to make informed decisions.

Why RFB
An Approach
Dedicated To Your Vision

At the heart of RFB Financial Strategies are our core values: honesty, integrity, and building relationships. These principles guide everything we do, ensuring that our clients receive transparent and reliable guidance. We believe that strong relationships are the foundation of successful financial planning, and we are dedicated to nurturing those connections.

Our Process
Simple, But Comprehensive Process

Our process is designed to provide a comprehensive approach to financial planning:

Step 1:
Evaluate Current Financial Situation

We begin by understanding your current financial landscape, including your assets, liabilities, income, and expenses.

Step 2:
Analyze
Potential Solutions

Our team explores various strategies and solutions that align with your goals, considering your unique circumstances and preferences.

Step 3:
Build A
Plan

We craft a personalized financial plan tailored to your specific needs, addressing both short-term and long-term objectives.

Step 4:
Present
Plan

We present the plan to you with a thorough explanation, ensuring that you fully understand each component and how it contributes to your goals.

Step 5:
Implement
Plan

Once you are comfortable with the plan, we assist in implementing the strategies, providing support and guidance throughout the process.

Step 6:
Manage & Review Periodically

Financial planning is an ongoing journey. We regularly review your plan, making adjustments as needed to address changes in your life or financial situation.

We are committed to being your partner in navigating the complexities of financial planning. Together, we strive to create a future that reflects your vision and values.

Who You Will Work With
Meet Your Advisor

Ryan Brandon

Ryan F. Brandon

Founder, Financial Advisor

814-254-4031

ryan.brandon@prudential.com

I am the Founder and Financial Advisor at RFB Financial Strategies, where I take pride in managing the overall day-to-day operations of the practice. My role extends beyond just administration; I mentor junior advisors, perform client...
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Robin Wechtenhiser

Robin Wechtenhiser

Client Service Specialist

I proudly serve as a Client Service Specialist at RFB Financial Strategies. My role allows me to be the first point of contact for our clients, and I love greeting them with a smile and positive energy as they walk into our office. I...
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Chase Ross

Chase Ross

Operations Manager

chase.ross@prudential.com

I’m the Operations Manager at RFB Financial Strategies, where I focus on creating efficient systems, supporting our advisors, and ensuring our clients receive thoughtful, organized, and reliable service. I’m passionate about building...
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Let's Get Started
Schedule A Meeting

If you believe you could benefit from working with a financial professional, let’s review your portfolio, financial trajectory, and goals to see if you’re a good match for our practice.

Schedule a Consultation