Andrew Damcevski, CFP® RhineVest

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About Andrew Damcevski, CFP®

RhineVest is made up of 3 advisors; Andrew Damcevski, CFP®, Devon Klumb, BFA™, and Brad Felix, CFA. We believe your advisors should be fiduciaries 100% of the time. We believe your advisor’s compensation should only come through transparent fees, and not hidden commissions. We also believe that you shouldn’t have to work with a mutual fund salesman or insurance agent just because you don’t have 1 million dollars to invest. Ultimately, through shared values and a calling to bring fiduciary financial planning to the masses, RhineVest was born.

At RhineVest, having a good client experience is most important to us! To help with that we utilize best-in-class technology and each of our clients get the RhineVest team, not just one advisor. We consider ourselves thought leaders in the industry and have been featured in The Washington Post, U.S. News, CBS Money Watch, and we write a lot of blogs that are often featured on XYPN’s Good Financial Reads!

Schedule a demo with our team so you can see our platform and how we’re helping our clients reach their goals.

 

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Ideal Clients

  • Gen X
  • Mid-Career Professionals
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly: $65+/mo
  • AUM: .8%

SEC Records

States Registered

  • Ohio

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