"We help you make smarter financial decisions
- with purpose, clarity, and confidence."
Ranch Capital’s team of advisors and professional partners can help ensure your financial plan, investment portfolio, tax strategy, estate & financial goals move in lockstep —so you can focus on what matters most.
The Power of the Virtual Family Office​​​
A modern approach to family office wealth management. Our Virtual Family Office (VFO) model brings together tax, investment, insurance, banking, real estate, and estate planning professionals under one coordinated effort.
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Reduce financial stress and save time.
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Ensure that financial decisions align with your goals.
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Gain confidence and clarity with a single point of contact.
How We Work
Our Planning Process
We don’t sell products—we design roadmaps. Every client begins with a comprehensive financial planning engagement built around your goals, risks, and values.
Our Investment Philosophy
We manage all portfolios in-house—no outsourcing. Our models are risk-managed, dividend-focused, tax and fee-conscious, with various strategies tailored to meet your goals. We invest in the same models that we recommend, so our interests are always aligned with yours.
*Assets are custodied at Fidelity Investments.
Transparent Pricing
We are fiduciaries and charge a flat, tiered advisory fee with no hidden costs. You’ll always know what you’re paying—and what you’re paying for. Our fee covers comprehensive planning, disciplined portfolio management, and direct access to a dedicated advisory team.
Fee Schedule for Assets Under Management:
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$500k-$1M: 1.00% annually
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$1M–$2M: 0.85%
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$2M–$5M: 0.75%
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Above $5M: Custom pricing available
Thinking About A Change?
It starts with a conversation. No sales pitches.
Just real answers to your biggest questions.
1
Introductory Call
(30 Minutes)
A free discovery call to discuss your goals and determine if your situation matches our expertise, ask questions and get acquainted.
2
Discovery Meetings
(60 Minutes)
An in-depth analysis of your financial landscape to craft a customized strategy and clarify what makes us different and how we can add value to your personal financial situation.
3
Strategic Implementation
If we move forward together, our team coordinates and executes your plan while providing ongoing management and dependable advice you can rely on.
Who We Are
Ranch Capital is a team of dedicated financial professionals committed to simplifying and enhancing your wealth journey. With decades of experience, we specialize in serving clients with complex financial needs.
We work best with clients who:
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Value financial planning and tax strategy as much as investment performance.
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Expect real ongoing communication and partnership —not a once-a-year meeting.
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Have outgrown one-size-fits-all advice and need integrated, team-based solutions.
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Appreciate faith-based principles guiding both planning and life decisions.
