Our focus is to help Range members achieve their financial goals by recommending investment strategies specific to their unique situation. Working alongside our planning team, we’ll help you understand where you are invested and why, without complicated jargon.
Reach your potential
Activate your custom investment strategy with a team of experts to help you execute it.
Work with our team of Financial Planners for ongoing support, portfolio analysis and investment recommendations.
We'll review your current portfolios to make sure they are suitable for your situation.
Are you a DIY investor? Our team can help design your portfolio, but you'll handle the implementation.
Whether you have questions about your retirement account or crypto—our advisors will provide unbiased advice and education.
New! 0.00% annual fee for assets under management fees*
Let us do the heavy lifting and manage your assets for you. Full-service investment management crafted by our team and customized to achieve your goals.
We are a team of fiduciary advisors
We’re not a robo-advisor and never earn a commission. Instead, we select, trade, monitor and rebalance a portfolio that reflects your unique needs, not ours.
We believe in trust and transparency
We invest according to your risk preferences and ensure you clearly understand your portfolio and its associated risks.
* 0.00% annual management fee for all active Range members
In addition to no investment minimums, we waived the annual management fee for Range members. Schedule a call with a Range team member to learn more.
Personalized financial planning solutions for a fraction of the cost that traditional CFPs charge
How does it work?
Our financial advisors will:
Determine your ability and willingness to take investment risk (risk profile created with TIFIN Wealth)
Analyze your current portfolio and contributions
Evaluate any misalignment between your risk profile, financial goals, and current strategy
Prepare and present any proposed changes (i.e. improve diversification, change your contributions, combine accounts, etc.)
Manage your investment accounts - now available to all members at no additional fee.
We know how important your investments are to you and fully expect our members to ask questions as often as needed. Our responsiveness is what Range members rely on most often.
Please note: for those members who have entrusted Range to manage their investments, your managed accounts are monitored on a daily basis and periodically updated based on portfolio manager discretion.
Range financial planners have access to a full suite of industry-leading portfolio analytics tools to manage the investment planning process. Once we understand your specific situation, we will populate your profile with the details of your investment plan. You won’t have to comb through a multi-page comprehensive financial plan or your investment policy statement.
I-bonds are government-backed savings bonds that adjust with the rate of inflation. Since you already have a substantial cash runway and no consumer debt, we recommend investing your $10,000 in excess savings into I-bonds given the current elevated interest rate (6.89%). You can set up an account at no cost here: https://www.treasurydirect.gov/. Keep in mind, redemptions cannot be made within the first 12 months and you’ll be penalized three months of interest for any redemptions made prior to 5 years.
Investment Recommendation Example
Change your investment mix
Since your taxable brokerage account is currently in a loss position (cost basis > portfolio value) this is an opportune time to reallocate your portfolio without triggering capital gains taxes. We recommend selling ABC mutual fund and XYZ mutual and buying 60% Stock Market ETF and 40% Bond Market ETF. This change will increase your portfolio diversification and reduce investment costs.
Still have questions?
Set up a 1:1 call with our team to get a walk through of the product. Just take a moment to create an account and fill out our form. You can also call or text us now at 703-261-4164
Range Finance, Inc. (“Range” or “the Firm”) is an SEC registered investment adviser headquartered in McLean, Virginia. Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen, training, or experience.
Range has prepared the non-password protected pages of this website (the “Website”) for the purpose of providing general information regarding its investment advisory services where providing such information is not prohibited by applicable law. The information contained on the Website should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Nothing on the Website should be construed as an offer, recommendation, or solicitation to buy or sell any security or a financial product. All statements and opinions included on the Website are intended to be current as of the date of publication but are subject to change without notice. Such statements and opinions do not necessarily represent the views of Range.
Investment management and advisory services are provided by Range to individuals who have entered into an investment advisory agreement, subject to the terms of such agreement. Please review our current Advisory Agreement, for reference. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Past performance is not necessarily indicative of future results and there can be no assurance that any views, outlooks, projections or forward-looking statements will be achieved with respect to any investment or investment strategy. Any projected returns are deemed to be hypothetical and are based on current expectations and assumptions. Due to various risks and uncertainties, actual events, results or performance may differ materially from what is assumed in any forecast.
Unless otherwise noted, any statement regarding an individual’s experience with Range contained herein were made by persons who, as of the date of the statement, were either clients of the Firm (or persons affiliated with clients of the Firm) who did not receive any cash or non-cash compensation or other benefits in relation to such statements. The results and experiences conveyed in such statements may not be representative of all of Range's clients or their experiences. Such statements do not guarantee future performance or success.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.