Frequently Asked Questions

Is there a cost to meet?

There is never a charge to meet with us.

Do you have account minimums?

No, at Rice Financial we believe that every person deserves to build their future with a safe, academically , and empirically tested portfolio.

What does a first meeting entail?

First meetings are tailored to your individual needs. They can be as simple as a "meet and greet" allowing us to get to know each other, or as much as a full first planning meeting. If there are pressing issues, we are happy to discuss those as well.

Do you meet virtually?

We meet clients in whichever format best suit their needs. We meet clients at our office, by Zoom, and by phone.

Where do Rice Financial Consulting Advisers invest their money?

We practice what we preach. We believe the adviser should be investing in the same portfolios they are recommending for the investor. We invest in diversified portfolios built by Matson Money that apply Nobel Prize-winning economic theories.

Let's talk about the Science of Investing.

Site Links