Wealth Advisors

Wealth Advisors

Clients desire expert guidance when making significant philanthropic decisions.

It is a challenging task to make consistently effective and strategic philanthropic decisions, particularly when high net worth clients are faced with a barrage of requests for funding. Rodman & Associates works collaboratively to ensure giving decisions are true to your clients’ priorities, address identified and documented social needs, and remain consistent with the sound financial management and estate planning that you provide.

According to recent data on wealth advisors and philanthropy:

– Advisors underestimate the number of clients who donate regularly by nearly 50%

– 90-95% of financial advisors lose assets during an estate transition

– 50% of advisors report that clients need philanthropic advice exceeding their capabilities

– Fewer than 10% of financial advisors initiate a conversation about philanthropy

The professionals at Rodman & Associates partner with you and your team to provide

Trusted Guidance

Serve as a skilled, collaborative member of your team

Act as a respectful advocate for client, with no sales role

Help clients develop fiscally sound philanthropic priorities and strategies

Thorough Research and Reporting

Identify and assess charitable needs—whether local, national or global

Compare organizations in similar sectors to find the best intersection with client goals

Align client giving and legacy strategies with financial capacity

Ongoing Evaluation

Conduct interviews, site visits, and evaluations prior to gift decisions

Prepare annual reviews of client giving decisions and organization outcomes

Make recommendations to attain greater effectiveness and impact

View our Brochure of Services for Financial Advisors

“The percentage of high-net worth clients who contribute to charities annually (98%) exceeds the percentage of advisors who offer charitable planning support (14%). This creates a huge untapped opportunity”

Ryan Boland
Vice President
Complex Asset Group at Fidelity Charitable

“It is very true that a small individual with money can get lost without honest and accurate advice, so your clients are damned lucky to have you. I was fortunate to have an expert to guide me into the proper channel when I created my Charitable Remainder Unitrust in favor of my college. It was one of the best moves I ever made. I am fortune to find a method to be a small benefactor. My CRUT is valued at more than $1 million, thanks to the second component –a good financial manager”

Proud Sweet Briar Alum

Other Services


Foundations and Family Giving

Business and Corporate Giving