Our Values

Our values are what drives everything we do at our practice. It is at the core of every decision we make and why our clients work with us for multiple generations.

HONESTY



We strive to work in your best interest and aren’t tied to any proprietary product sales or motivated by commission. We have the flexibility to recommend investments that are right for you and your specific situation.

TRUST



At RL Farmer Wealth Strategies, your best interest is our top priority. We are not just a trusted advisor to our clients; we are a trusted partner – helping you understand why your portfolio is positioned the way it is. We trust our clients to provide us with the most accurate data, and they trust us to make financial recommendations that are in their best interest.

TRANSPARENCY



We offer our clients a personalized online account view where they can view and monitor their investment performances and fees in real time.

STRATEGY



We do much more than just provide financial advice for our clients. We provide comprehensive strategies that address all of their concerns, whether they’re 5 or 50 years away. These in-depth plans help us plan more accurately so you can dream about your future while managing your finances.

EDUCATION



Not only do we keep ourselves abreast on the current financial landscape, but our founder, Bob, has a Ph.D in finance and uses his analytical nature and passion for information to help clients. When you work with RL Farmer Wealth Services, you receive Ph.D level advice about your unique situation. We believe you will find it difficult to match that level or care of education anywhere else!

[email protected] | (970) 617-2707

R.L. Farmer Wealth Strategies

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CO, CT, FL, IN, MA, MI, MO, MT, NE, NV, OH, OK, SD, TX, UT, VA, WA, WI, WY). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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