Cal Rutledge is an independent Investment Advisory Representative serving Florida, Missouri, New Hampshire and surrounding communities while providing financial planning and third-party asset management. Our mission is to provide the families and businesses we serve with innovative financial strategies, solutions, and planning that result in financial clarity, security, and overall financial health. Making strong commitments to our clients and building life-long relationships are tenets of success at Rutledge Financial.
Rutledge Financial provides investors custom tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third party money managers. Our goal at Rutledge Financial is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Rutledge Financial is legally obligated to put our client’s interests first.
At Rutledge Financial, we empower you to safely navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.