To serve in a way that is meaningful, honorable and enhances the lives of others.

Since 1976, RLF Advisory has partnered with successful  executives, entrepreneurs and their businesses to bring clarity to financial complexity. We help you understand the possibilities your success has created and protect what you've built. 

Group shot of Rob-Lyn Advisory's' advisor team

Your questions, our purpose.

  • Do we have enough? Will it last?
  • What happens if something goes wrong?
  • Are we able to transition our business and live the life we want?
  • How can we help our kids, grandkids, and community?
  • Is our business making intelligent investments in our employees' health and well-being?

These questions drive our purpose. Through integrated planning and collaborative expertise, we help you transform these concerns into confidence.

Who we serve

Image of 2 high-net-worth entrepreneurs in a hallway

Entrepreneurs
and executives

Entrepreneurs and executives

You've worked hard and achieved success in your career or business. We work hard to make sure it stays that way, for life. We bring together advanced planning, investment counselling and client experience to take you from a collection of financial products to a clear plan that brings clarity to complexity and allows you to understand the long-term possibilities your success has created.


Two constructing workers on a job site

Businesses


Businesses

We help businesses manage a "dual bottom line" by ensuring their workplace benefit and retirement programs meet the physical, emotional and financial well-being needs of their employees and that they are designed to be as cost and tax-efficient as possible.

We also enable businesses to access substantial amounts of cash when it's needed most with the intelligent design of shareholder and key-person insurance programs.


The RLF Advisory difference

No stone left unturned

We take a great deal of pride in the quality of our work. We obsess over the details and want to understand all of them. As a result, we are exceptionally good at what we do.

Advanced planning

We integrate business and personal wealth into a single, comprehensive plan and collaborate extensively with our client's other professional advisors on plan construction, execution and monitoring.

We are entrepreneurial and independent

Since 1976, we’ve built an independent, employee-owned firm with a reputation for high-quality work, transparency and integrity. By design, we serve a select number of families and businesses and have client relationships that span five decades and multiple generations. We’ve built our planning process based on decades of hands-on experience and continuously work to improve it.

We are nice people serving nice people

We are ordinary, down-to-earth people who believe in creating community, having fun, being authentic, leading ethically and following through on our commitments. As a result, we work best with entrepreneurs and executives who have had success but are family-focused and down-to-earth.

Recent posts

The lifecycle of your employees (and why your benefits plan should evolve with them)

Jul 24, 2026 - Ian Carpick, CFP®, RPA, GBA - Partner, RLF Advisory

Employees join your organization at different stages of life, their priorities evolve over time, and the support they value today may look very different in the future. The most effective benefits programs recognize this....

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What happens if your career ends earlier than planned?

Jul 07, 2026 - Greg Schmidt, CFP® - Partner, RLF Advisory

While most executives spend considerable time planning for retirement, far fewer prepare for the possibility that their career could end sooner than expected. One of the most valuable planning exercises is asking, "What would happen if your career ch...

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How to talk to your spouse about the business (and why you should)

Jun 16, 2026 - Ian Carpick, CFP®, RPA, GBA - Partner, RLF Advisory

Whether one spouse is actively involved in the company or not, the business affects both of their lives. We see the strongest long-term outcomes happen when both spouses understand not just the family finances, but the role the business plays within...

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Your journey starts here

Ready for a different approach? Let's start with a conversation about what matters most to you.