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Your financial future matters to us.
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long-term investment results.
Rupert & Associates does this with the highest levels of trust, integrity and respect, while always collaborating using a team approach.
We are dedicated to professionally supporting, educating and providing informed direction to each and every client.
What We Do Comprehensive Services
Our Tax-Optimized Wealth Management
We believe that financial planning goes beyond the financials. As life happens, we are here with comprehensive wealth management solutions designed to fit your goals and needs.
Our Tax, Accounting & Business Services
Whether you need individual tax services or assistance with your business, we are here to support you. We focus on your tax, accounting and business needs so you can focus on what matters most to you.
Who We Are Our Dedicated Team
Stephen Rupert, EA
Owner/Director
Blain Moncrief
Office Manager
John-Paul Zeller, EA
Tax Preparer
Cecilia Rupert Webb, EA
Manager of Business Tax and Accounting
Darrell Rupert, CPA, CFP®
Personal Financial Advisor
