Advisory Services for a strong financial foundation.

Our multi-layered, holistic approach to wealth management helps you grow your wealth and protect it so you can actually enjoy your retirement when that day comes.

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Mergers & acquisitions due diligence

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Comprehensive risk assessment and strategic evaluation to support successful transactions.
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PEO evaluation and transition

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Guidance in selecting and transitioning to a Professional Employer Organization that aligns with your business goals.
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Executive compensation

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Tailored strategies to attract, retain, and motivate top leadership talent.
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Buy-sell agreements

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Structuring agreements to protect ownership interests and ensure business continuity.
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Wealth services

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Holistic financial planning and asset management for individuals and families.
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Succession & estate planning

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Planning for smooth business transitions and preserving family legacies.

Our Expertise

  • Investment Education

  • Tax-Sensitive Planning

  • Liquidity Needs

  • Advisory Services

  • Education Savings Plans

  • Fixed Income Products

  • Managed Accounts

  • Equities

  • Bonds

  • Mutual Funds

  • Annuity Evaluation and Suitability

  • Insurance Analysis & Evaluation

Unmatched value and support.

As a long-time client of Chris and his team at RBMuha, Trinity Wiring has worked with various insurance advisors over the years—but none have matched the value and support provided by Chris and his team. Their expertise and dedication have been instrumental in helping us navigate our evolving needs as an organization

Brendan Armstrong Jr.

CFO at Trinity Wiring
RBMuha has been an invaluable partner to us in managing Pioneer Equipment's 401(k) plan. Their responsiveness, attention to detail and deep industry expertise have been extremely beneficial and helpful to our company management and its employees. We truly appreciate the RBMuha Team’s dedication and look forward to many more successful years of partnership with them!

Lyn Thomas - President

Pioneer Equipment, Inc
RBMuha has been instrumental in enhancing our corporate retirement plan. Their expertise, strategic guidance and employee-focused approach have helped us optimize our offerings, improve engagement and ensure we remain compliant. We look forward to many more successful years with RBMuha leading the way.

Johnathan Lyerman - President

RER Solutions

As a long-time client of Chris and his team at RBMuha, Trinity Wiring has worked with various insurance advisors over the years—but none have matched the value and support provided by Chris and his team. Their expertise and dedication have been instrumental in helping us navigate our evolving needs as an organization.

Brendan Armstrong, Jr. - CFO

Trinity Wiring

Partnering with RBMuha has been a remarkable experience. Their team is highly knowledgeable and consistently goes above and beyond to ensure our benefit plans are managed seamlessly. From streamlining processes to providing expert guidance at every step, they’ve made overseeing our benefits program effortless. Their support has given us the peace of mind of knowing we have a trusted, reliable partner. I wholeheartedly recommend RBMuha to any organization looking for exceptional, professional benefits support.

Jenissa Soares – HR Generalist

AVER

We have had longstanding relationships with benefit brokers, and our experience with RBMuha stands out. Their industry knowledge, responsiveness, and dedication make them a preferred partner. Their expertise in health benefits and retirement plans enhances our client's experience, making them invaluable.

MAUREEN MENJIVAR , Co-Founder and Managing Partner

The Verity Group, LLC

Serving clients nationwide from the nation's capital.

Headquartered in the Washington, DC, with an additional office in Philadelphia, we’re always in step with regulatory changes—so you get forward-thinking benefits strategies wherever you are in the U.S.

The right benefits partner makes all the difference-support your team, simplify management & stay competitive.

Get expert guidance, stress-free implementation and ongoing support designed for your business. Let's build a benefits solution that works for you.

Talk With An Expert