Building Wealth. Building Trust.
For Over 30 Years.
Fee-Only Financial Planning Focused on Your Success.
Years of Experience
About Rutherford Asset Planning
For over three decades, we’ve been helping clients achieve financial security and peace of mind through personalized, fee-only financial planning services.
Our mission is simple: to provide objective, unbiased financial guidance that puts your interests first. We don’t sell products or earn commissions—our only focus is your financial success.
30+ Years Experience
Fee-Only Structure
Featured in Worth Magazine
No Commissions
CFP® Certified
Worth Magazine "Top Advisors"
Our Expertise
Strategic asset allocation and investment management tailored to your risk tolerance and financial goals.
Comprehensive estate planning solutions to protect your assets and ensure your legacy is preserved.
Customized system designs, network support, and infrastructure solutions tailored to your business goals.
Tailored retirement strategies to help you achieve financial independence and enjoy your golden years.
Objective analysis of your insurance needs to ensure proper protection against life's uncertainties.
Strategic guidance for transferring wealth to future generations while minimizing tax implications.
Why Choose Rutherford Asset Planning
We never earn commissions from products we recommend. Our only compensation comes directly from you, ensuring truly objective advice.
Our team includes Certified Financial Planners (CFP®) and Chartered Financial Analysts (CFA) who maintain the highest standards of education and ethics.
We don't believe in one-size-fits-all solutions. Your financial plan is tailored specifically to your goals, timeline, and risk tolerance.
We address all aspects of your financial life: investments, retirement, estate planning, tax strategies, insurance, and more.
Testimonial
What Our Clients Say
571 Reviews
NAPFA Member
CFP® Certified
CFA Charterholder
Worth Magazine "Top Advisors"
Insights & Resources
Ready to Take Control of Your Financial Future?
Let's Talk About Your Future
Visit Our Office
- 14105 Stilton St Tampa, FL 33626
- (813) 343 4501
- info@rutherfordasset.com
- Monday - Friday: 9AM - 5PM