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Commitment to Our Community

Client Centered

As independent financial planners, Rohn Hein Associates always treats the client as our first concern. We will never put corporate interests before your own. Our commitment to our clients corresponds with the commitment we have to our community. We recognize that we honor others by giving back whenever possible. We believe that our obligations go far beyond our own personal achievements and we understand that participation in civic outreach is critical. Our commitment to fairness and equity is expressed through our advocacy in areas of affordable housing, racial and economic justice, services to the homeless, and affordable health care. As we participate in the vitality of our community, we believe that a well-constructed and successful investment portfolio can be developed to reflect these aspirations. This philosophy underlies all of our financial planning efforts.