whitecon-play-solid whitecon-play-triangle circle-bookmark circle-share-arrow deco-blue-ribbon deco-cash deco-giving-hand deco-graduation-cap deco-id-card deco-medal deco-people-group decocon-white-blue-ribbon decocon-white-graduation-cap decocon-white-people-group glyph-chat-action glyph-locator-map glyph-score-shield tip-modal tip-question-mark trophycon-founders-club trophycon-napfa trophycon-video-views logo-bloomberg logo-cnbc logo-cnbc-horizontal logo-fox-business logo-investopedia logo-wall-street-journal logo-yahoo-business logo-fa logo-investment-news logo-ria-biz logo-think-advisor logo-gma actcon-caret-left actcon-caret-right actcon-chat-bubbles actcon-chat-bubbles actcon-check actcon-check-circle actcon-city actcon-email actcon-external-link actcon-lightbulb actcon-location actcon-pencil actcon-phone actcon-profile actcon-social-facebook actcon-social-twitter actcon-target actcon-time-morning actcon-time-afternoon actcon-time-evening actcon-x actcon-
Questions? Need help?
Book a Concierge!
Concierge plug ana
Cropped cropped pic for gv

Nick Lumpp

RCN Wealth Advisors, Inc.
Edgewater, Maryland
A Simpler Way
Score:
100

Meet Nick

563043906 200x150
RCNWA Introduction - Nick Lumpp
563046031 200x150
Our Investment Philosophy - Nick Lumpp
563043608 200x150
Our Process & Client Experience - Nick Lumpp
Video Transcripts
  • Our Manifesto

This manifesto is about making a difference. To make our client’s lives better and simpler through smarter management of their finances. To allow them to live the life they want without having to worry about money, the markets, or the like. And to free-up our client’s time to pursue their interests in life. This in turn will not only make a difference in the lives of our…

  • Our Manifesto

This manifesto is about making a difference. To make our client’s lives better and simpler through smarter management of their finances. To allow them to live the life they want without having to worry about money, the markets, or the like. And to free-up our client’s time to pursue their interests in life. This in turn will not only make a difference in the lives of our clients, but will also make an impact in the lives of their families and communities.

We believe that the ultimate goal of most people is not to accumulate as much money as possible, but rather to live a stress-free life, spending time with the people they care about and doing what they enjoy most.

  • Firm Overview, Mission and Values

RCN Wealth Advisors, Inc. is a fee-only Registered Investment Advisor based in Edgewater, Maryland. We act solely as a fiduciary on behalf of our clients, always putting their best interests before our own.

Our mission is to make our client’s lives simpler. We do this by maximizing their financial resources and handling the responsibility and implementation of their investment plan. Because everyone’s situation is unique, we are dedicated to helping our clients reach their goals through customized, objective advice. We believe a holistic approach is the foundation of proper planning. Holistic planning focuses on all aspects of a client’s life, rather than individual pieces, one at a time. With the complete picture in mind, we feel we are able to make the most appropriate recommendations to build an investment plan that matches a client’s lifestyle and goals.

  • About Nick Lumpp

After a few years as Chief Investment Strategist for a boutique financial planning and investment management firm, Nick branched out to start RCN Wealth Advisors, Inc. The firm is a fiduciary organization offering fee-based advisory and investment management services for individuals, businesses and trusts. In particular, Nick has a unique skillset in building customized portfolios and the utilization of options to manage risk and generate income.

Nick graduated Cum Laude with a Bachelor of Science in Finance from the University of Maryland’s Smith School of Business.

Please check out our website and my blog by clicking on the links below for more information.

(website: www.rcnwa.com)
(blog: www.nicklumpp.com)


Services offered

Investment management
Financial planning
Retirement planning
Estate planning

Experience with

Small business owners
Entrepreneurs
Families

Fee structure

Based on % of assets

Education

Bachelors
Spinner Loading...