Rubicon Wealth Advisors, LLC is a Registered Investment Advisor (RIA) firm. We believe that talent and education are worth something, but that experience acquired with humility and hard work is priceless. Our professionals have this; decades of experience in helping clients build and protect their wealth.

But what makes us special is that we have a commitment not to financial planning as is typical with most firms, but a dedication to the pursuit of making your investments actually work to serve whatever purpose you desire. You keep your mind on your plan; we keep our mind on making your investment portfolio work for you.

We focus on an institutional style of money management. We bring to bear institutional resources: such as Goldman Sachs research via Schwab Institutional, and advanced trading platforms and capabilities.

 Our Style is Unique Because:

• Our portfolios are diversified but focused; we attempt to achieve above market returns by not being overly diversified like in an index fund or typical mutual funds containing hundreds of stocks.
• We utilize a proprietary equity selection process that involves a unique blend of fundamental and technical analysis, trading strategies, and risk avoidance measures. Our primary focus is on high quality individual equities and Exchange Traded Funds. Additionally, we avoid exotic positions and margin; perfect for pensions, foundations, or anyone seeking to avoid undue risk.
• Within the advisory, we assume the difficult decisions for you and take action when necessary. The mechanics of our investment strategies are highly organized so that we can react quickly for the safety, opportunity, and benefit of the client. All our positions are carefully monitored and actively managed.
• For the qualified investor, we are performance fee based -- we profit only when you profit; we have a real stake in your success. Your success is truly our success.

Our Core Values:

Integrity: We're committed to maintaining a high degree of integrity; we strive to do the right thing, the right way, for everyone.

Superior Service: We always place the needs of our clients above our own.

Vigilant Performance: We take a very proactive approach to portfolio management. We don't put anyone's investments on the shelf; we monitor all accounts and positions daily.