Our Firm

Our Commitment to You

Today, as always, we remain committed to helping our clients achieve their financial goals. At Rumbaugh Financial Inc., Private Wealth Management, our dedication to you is founded on five basic principles:


CONFIDENCE ~ Trust in a firm that has navigated over a decade of market cycles.

ACCESS ~ Rumbaugh Financial Inc. comprises many of the top minds and most powerful resources in the world. Our subject matter experts include: CPA, CFP, business attorney, estate planning attorney, insurance experts and all matters related to real estate transactions.

FOCUS ~ Our specialized services are designed exclusively for wealthy individuals, families and foundations.

INSIGHT ~ With a unique perspective into the complex financial world, we offer strategies to meet your family's needs. Only after we discuss the values you place on money, do we share financial options that will help you arrive at your financial goals in the time your financial plan dictates.

PERSONAL SERVICE ~ The highest level of attention is always provided to the limited number of families we serve.

A relationship with Rumbaugh Financial Inc., Private Wealth Management, is one of the most distinctive in the financial world.  Focused exclusively on your needs and those of your family, it commits Rumbaugh Financial's resources to achieving your goals.  We will work to address your most important concerns and aspirations, from coordinating investment strategy and managing risk in multiple portfolios and entities worldwide, to aligning your family governance structure and estate plan with your values and hopes for future generations, to connecting you to the premier investment bankers and capital markets specialists affiliated with Rumbaugh Financial.

Our end goal is for clients to experience financial peace of mind. We guide our clients to this point by understanding the values they place on money, address financial fears, and operate using a process driven office. We are an independent firm, a registered investment adviser located in Southern California, but serving domestic and international clients.

 ~ Craig Rumbaugh, CEO, Rumbaugh Financial, Inc.