Start Here - RHS Financial

Bridge the gap between the wealth you have and the wealth you know you deserve.

Find out how to maximize your good decisions. Make the most of your equity compensation, tax laws, investment opportunities, and personal finance strategies.

Turning complexity into simplicity

Our process has been designed to create clarity and confidence in your search for your financial advisor

Our promise is to do most of the listening, always double check our understanding, and avoid complex financial jargon.

From the introductory phone call to every meeting thereafter for the rest of your life you will walk away educated and ready to decide with confidence.

Step One

A 15 minute call to make sure we are a good fit. Your goals, your needs, your values, our services

Step Two

A discovery meeting to dive deeper. Utilizing traditional financial planning practices and the Invest With Purpose® process we can discover what is truly important to you and how we will help you get there.

Step Three

A proposal meeting where we agree on your goals, provide you with a mind map of your financial life, explain clearly how we will help, and propose an investment strategy.

Schedule your FREE 15-minute consultation with us today.

SCHEDULE A CALL

"Alex is one of the best financial advisors I have had the pleasure to work with. The investment management he provides to his clients doesn't just cover his AUM, it extends to all areas of his client's personal finances including their mortgages. Alex will tell you when it is time to refinance into a lower rate. Given that real estate is an average american's biggest investment, refinancing at the right time has a huge impact. Not every financial advisor goes above and beyond like this."

"I started working with RHS Financial in October 2019. Alex has been an awesome financial advisor and partner to work with. What I like most is that he takes the time in the beginning to get to know you as a person - your career aspirations, your priorities, and side hobbies that fire you up. He gets a holistic picture of you as a foundation for creating a financial plan that's tailor made for you. He makes the process feel very personal, but at the same time, he's very professional when it comes to being responsive, taking notes, and following up with action items. I've learned so much about risk, different investment channels, and evaluating different investment opportunities. Enjoying the process so far!"

"If you're a young professional and you don't know how to invest your money, what a diverse portfolio means, how to assess financial risk, how to be smart about your retirement and your taxes, then Alex Caswell from RHS is the person to go to. Besides getting the best out of my investments, Alex is super organized & communicative, goes above and beyond in making sure I understand each step and also helps alleviate all my money related anxieties."

"RHS has trustworthy, efficient and highly intelligent team that knows how to best achieve their clients’ goals."

Here’s How You Know We’re a Good Fit For You

While we have clients that break the mold, we have aligned our services to best suit the need of a very specific type of individual and their families.

By seeing similar challenges day in and day out we have perfected our service offering.

Our investment management process allows us to uniquely navigate the public markets and the tech companies that our clients work for.

Our financial planning process focuses on simplifying equity compensation decisions, mitigating taxes, and providing resources for those that work at privately and publicly traded tech companies.

Tech Professionals & Real Estate Investors

Equity Compensation or Concentrated Highly Appreciated Stock

Savers With Accumulated Investments & Retirement Assets of $750,000 or more

Those With Busy Professional & Personal Lives, Looking to Delegate Investment Management

WHY CLIENTS LIKE THIS TRUST US

It is a privilege to work with some of the most successful people in the Bay Area. To deliver the highest level of wealth management services, we have have spent a significant amount of time earning industry leading designations going far beyond what is required to practice as a financial advisor.

The highest distinction in the investment management profession that is recognized globally. A 3 year self-study graduate level program that is the most competitive financial designation to attain. Only 5% of all financial advisors have a CFA designation.

Designation for advanced tax, asset management, and wealth transfer techniques for high net worth individuals. Requires 5 years of high-net-worth planning experience and is supported by University of Chicago Booth School of Business curriculum. Only 1% of all financial advisors have a CPWA.

The gold standard for financial planning expertise. An 18 month comprehensive college-level program of study reinforced with mandatory 30 hours of continuing education every 2 years. Only 28% of all financial advisors have a CFP.

The highest credential the IRS awards. Requires understanding of tax law and passing three rigorous exams. This designation focuses on personal and business taxes. Less than 2% of all financial advisors have the EA designation.

What our clients have to say about working with us.

RHS Financial

5.0

Based on 28 reviews

review us on

Tushar Bhushan

18:30 05 Dec 23

It's been over a year since I started my financial journey with Alex, and I couldn't be more pleased with the progress we've made together.From the outset, Alex took the time to understand my unique financial situation, aspirations, and concerns. Throughout the past year, Alex has consistently provided expert advice and guidance that has not only met but exceeded my expectations.One of the things I appreciate most about Alex is his proactive communication style. Alex has been great at providing regular check-ins, updates on market trends, and a willingness to answer any questions I have. Alex has a genuine interest in my financial success and has been instrumental in helping me make informed decisions. Would highly recommend!

Moosa Choudhry

18:52 27 Nov 23

Signing up with RHS has given us peace of mind regarding our long term financial plan. Alex and the team at RHS are highly efficient and well organized. They rely on data and have a structured approach to financial analysis. Alex has taken the time to get to know our family situation and goals. He provides us with regular updates and is highly transparent. He has earned our trust and given us confidence that he will act in our long term best interest.

Barbara Burgess

20:04 31 Oct 23

RHS has served as our financial advisor and money manager for over five years. They are full service and have set our investment profile to suit our ages and our risk tolerance. They communicate regularly to review the market status and to report the performance of our investments and they do so in a thorough, professional yet understandable manner. We would highly recommend this firm. We get the sense that they have our best interests in mind so we sleep nights even when the market is choppy.

Roy Wong

03:53 24 Oct 23

My wife and I have been part of the RHS Financial family since 2011. RHS has helped us transition into retirement with the confidence that we will live out our retirement years without financial worries. RHS has a highly knowledgeable staff and employs proprietary portfolio modeling based on years of investment experience. RHS has helped us achieve our retirement goals. I continue to put my trust in RHS.

Tracy Jones

19:08 22 May 23

We have been with RHS financial for over 8 years. They are extremely responsive and do a great job managing our portfolio and our tax situation. I highly recommend Risley and his team.

Brian Evans

03:08 19 Oct 22

My wife and I have been using financial planners for the last 33 years. About 8 months ago we began our journey with RHS Financial and have been incredibly satisfied with their company. RHS is vastly more responsive, professional and transparent than any of the prior organizations. Our planner (Alex Caswell) has worked extremely hard taking time to meet with us over the last 8 months to make our retirement dreams a reality. He has been such a great partner and has guided us every step of the way. We are so grateful to have found Alex and we recommend him to anyone who is looking for a planner to help you with your future financial plans. He is the best.