Rall Capital Management, Inc.
Rall Capital Management is a fee-only, independent Registered Investment Advisory firm providing comprehensive financial planning and investment management services. With offices in Cocoa, Florida, and Columbus, Ohio, we are a family owned and operated firm striving to serve other families so they can achieve a better return on life.
Founded by Bob Rall, CFP®, in 2004, we have focused from the start on building long-term relationships with our clients. We consider ourselves advocates for our clients, with every recommendation we give based on their best interests.
We get to know each client’s situation in depth and provide personalized strategies that include investments, insurance needs, retirement plans, taxes, education funding, and legacy wishes. Comprehensive planning like this helps our clients see the big picture and make better decisions. And because we have taken the time to get to know them, we are able to hold them accountable and help them move steadily forward in achieving their goals.