Raven Wealth Advisors

Raven Wealth Advisors, LLC (RWA) offers investment management services where they manage client funds based on individual needs, developing investment plans with asset allocation targets. They primarily advise on stocks, bonds, mutual funds, and ETFs. RWA also provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is offered on a project basis or as an ongoing engagement. RWA does not participate in wrap fee programs.