Rob Leiphart Financial Planner

Rob Leiphart Financial Planner Financial planner and fiduciary helping professionals turn wealth into more choice, more control, and more time.

Since 2000, RB Capital Management, LLC has been a fee-based investment advisor firm specializing in hedged strategies and managed fixed-income portfolios. Our goal is to maximize your return while limiting your risk by developing diversified and personalized portfolios
* SEC-Registered Investment Adviser
* More than $900 million^ in firm Assets Under Management (AUM)
* A track record of minimizi

ng risk and enhancing returns with proprietary investment strategies
* Firm-wide client-centric service culture; high client retention and multi-generational relationships
* Fair and transparent fees

^ as of December 31, 2025

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your finan...
09/02/2026

Do your financial concerns feel stressful? Take a look at this video for some best practices when it comes to your financial strategy.

An amusing and whimsical look at behavioral finance best practices for investors.

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?
09/01/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
08/30/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

Have you used a junk-drawer approach to manage your investments?
08/29/2026

Have you used a junk-drawer approach to manage your investments?

It's easy to let investments accumulate like old receipts in a junk drawer.

How familiar are you with the Federal Reserve? Here is a quick history.
08/27/2026

How familiar are you with the Federal Reserve? Here is a quick history.

Here is a quick history of the Federal Reserve and an overview of what it does.

A good professional provides important guidance and insight through the years. Explore what that means in this helpful p...
08/26/2026

A good professional provides important guidance and insight through the years. Explore what that means in this helpful piece.

A good professional provides important guidance and insight through the years.

Sector investing may present an opportunity — if you do your homework.
08/25/2026

Sector investing may present an opportunity — if you do your homework.

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Is there a role for both active and passive investments in your portfolio?
08/23/2026

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

How much do you know about stocks?
08/22/2026

How much do you know about stocks?

Understanding how a stock works is key to understanding your investments.

Address

4 Corporate Drive, Suite 482
Shelton, CT
06484

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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