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Decades of Experience. A Plan Built Around Your Family.

Since 1988, RCA has helped families navigate the journey from accumulating wealth to a comfortable retirement — with decades of experience and deep client relationships behind every personalized Family Master Plan®.

Building Trust Across the Generations

35+
Years in Business
873
Current Families Served
100%
Fiduciary Commitment
Christopher Kiley

"We don't just talk about multi-generational planning, we live it, as a three-generation family proudly serving the financial needs of your family."

— Christopher Kiley, RCA Chief Executive Officer

A Plan for Every Generation

Your Family Master Plan® adapts as your family grows. Click a generation below to see how.

1
You Today
2
Your Children
3
Future Generations

You Today

Building a personalized retirement income strategy, managing tax-efficient distributions, and planning the lifestyle you've worked toward.

Your Path to a Comfortable Retirement

We understand how hard you've worked for your money and the complexities that come with moving from accumulating wealth to retirement.

A Personalized Strategy

We create a strategy designed to provide clarity today and a comfortable retirement tomorrow.

A Team Approach

Every RCA team member has clear roles and responsibilities, and takes their fiduciary responsibility seriously.

Coordinated Care

We coordinate with your other outside professionals to develop a Family Master Plan® customized just for you.

With decades of experience and deep client relationships, we build a personalized strategy using our disciplined process — designed with the goal to provide clarity today and a comfortable retirement tomorrow.

More Than Investments — A Complete Plan

Your Family Master Plan® covers every part of your financial life, working together.

1
Budgeting

Designed to help align your income and expenses with the retirement lifestyle you want.

2
Tax Strategy

Planning distributions and conversions to help manage your tax burden.

3
Estate Planning

Helping you plan for the transfer of your assets in accordance with your wishes.

4
Insurance

Designed to help protect the plan you've built against life's unexpected moments.

EXPLORE THE FAMILY MASTER PLAN

Ready to Build Your Family Master Plan?

Let's review your goals, objectives, and allocations to see how RCA's Family Master Plan® approach fits your family's future.

SCHEDULE A MEETING

Private Wealth Planning FAQs

Does RCA help with passing wealth to my children and grandchildren?

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RCA's Family Master Plan® is built to extend across generations, coordinating estate documents and wealth transfer planning for your children, and structuring gifts, trusts, or financial literacy support for your grandchildren. As a Cincinnati-based fiduciary team serving families since 1988, RCA helps ensure the assets you've built pass on clearly and according to your wishes.

How can RCA help reduce taxes on my retirement account withdrawals?

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RCA builds tax-efficient distribution strategies as part of your personalized Family Master Plan®, managing how and when you draw from retirement accounts to help minimize your overall tax burden, alongside Roth conversion and tax-loss harvesting strategies. This is coordinated with your outside tax professional as part of RCA's fiduciary planning process in Cincinnati, Ohio.

Is there a minimum net worth or account size to work with RCA?

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RCA doesn't publish a strict account minimum. Because every family's situation is different, the clearest way to find out if RCA is the right fit is a complimentary, no-obligation introductory meeting, where RCA's Cincinnati-based fiduciary team reviews your goals directly. Schedule your introductory meeting here.

Still have a question? Reach out below and we'll get back to you.

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