Our Value Proposition

Riley, Whalen & Munn is an independent wealth management firm, established by a team of three seasoned financial professionals with over 70 years of combined financial services industry experience.

Our independence allows us to offer our clients the best of both worlds: the one-on-one service of an investment boutique, backed by the power of a large, resource-rich national firm.

Meet The Partners

Areas of Expertise

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Holistic Financial Planning

We at RWM work with our clients to develop a comprehensive accumulation and…

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Investment Strategies

RWM develops individualized portfolio analysis and optimization strategies. We apply a “Best of…

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Insurance & Risk Management

At RWM our asset preservation strategies are designed to help shield your wealth…

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Retirement Plans for Businesses

Our RWM team of experienced financial advisors will help you evaluate and/or establish…

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