Better 401(k) Solutions

ADVISORS YOU CAN TRUST

RUBIN WEALTH ADVISORS: A LEADER IN 401(k) SOLUTIONS FOR:

Employers

Upgrade or start your 401(k) plan within your budget.

participant investor

Make an informed decision with the help of an expert.

RWA Advisors

We’re not your typical financial advisory firm. RWA Advisors is a group of financial experts, consultants, advisors and client advocates driven each day to help others build a more secure financial life. We shoot straight and are in it for the long term.

Retirement investing has become the backbone of how Americans are securing our futures. We take that very seriously which is why we specialize in providing better 401(k) plans.

Reimagine your 401(k)

The size of your company shouldn’t determine the quality of your 401(k) plan or level of service you receive. Regardless of your company’s revenue or number of employees, we will tap into options and reimagine benefit possibilities previously only available to larger businesses.

Relationships matter

Our clients become our friends and extended family. We go above and beyond to ensure that they understand their options and receive ongoing education and support. We take a holistic approach in working with companies and their employees so that we know that the solutions we offer are right for them, their goals and risk tolerance.

We have your back

We provide fee transparency, keep you in compliance, provide ongoing education and support and can handle any issue you throw at us. With RWA Advisors, you’ll receive the added benefit of being plugged into our extended network of some of the brightest minds and most connected professionals on the planet. Are you dealing with a legal, medical, public relations or other non-financial challenge? We can help or connect you with someone who can.

Leveraging technology

We leverage intelligent technology to watch trends, provide real-time information, add
efficiency, keep your company in compliance and make your financial life easier and more
informed.

You’re in good company

Founded by Bob Rubin, our history dates back to 1985. Today we have the honor of serving the retirement needs of employees of businesses with $5 million to more than $400 million in revenue. Respected companies like Applied Training Systems, All-Tag, Netuno USA and Telit IOT turn to us for their retirement and investment needs.

DID YOU KNOW?

Personalized service doesn’t have to cost you more. In fact, most companies have enjoyed significant savings with our advice.
Ready to upgrade your 401(k) plan?