Rubin Wealth Advisors, LLC is an independent, fee-only financial advisory firm based in Boca Raton, Florida. As a Registered Investment Advisor (RIA), the company operates under a fiduciary standard, legally obligated to act in its clients' best interests. Their services focus on providing personalized, comprehensive financial planning and investment management, covering areas such as retirement planning, portfolio management, estate planning, and insurance analysis. The firm emphasizes building long-term relationships and does not earn commissions on product sales, aligning its success with that of its clients.

Founded in

United States