Rimer Financial Group

What Rimer Financial Group does

Rimer Financial Group is an independent, founder-owned financial advisory firm headquartered in Fort Worth, Texas, operating through LPL Financial's registered broker-dealer and investment advisor infrastructure. The firm provides biblically-based, faith-centered financial planning and investment advisory services to individual investors and families, following Dave Ramsey's Baby Steps methodology. Core offerings include customized financial plans, debt payoff and savings strategies, retirement investing, estate planning, and legacy creation, supplemented by Financial Peace University and Legacy Journey group classes, free online calculators, tax resources, and LPL research materials. The firm has been a Dave Ramsey SmartVestor Pro since 2009 and is licensed to discuss and transact securities business with residents of 17 U.S. states (AL, CO, DC, FL, GA, LA, MD, MO, MS, NC, NM, NY, OH, OK, TX, VA, WA).

The business operates a sales-led, advisory-based go-to-market model with no-cost, no-obligation initial consultations, followed by a three-step engagement (assessment, planning, ongoing follow-up). Revenue is generated through advisory fees or one-time commissions for financial planning and investment advisory services delivered via LPL Financial. The team consists primarily of founder Jeff Rimer (Wealth Advisor) and Dina Rimer (Executive Assistant), with no proprietary technology platform and no AI/ML capabilities. Lead generation relies heavily on the SmartVestor Pro referral network, an affiliated office in Edmond, OK, content marketing (blog, calculators, articles, videos), and in-person FPU classes, with 2,500+ individuals reportedly guided through Dave Ramsey's philosophy over 18 years.

Name

Rimer Financial Group

Legal name

Rimer Financial Group

Website

https://rimerfinancialgroup.com

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

Rimer Financial Group is an independent, founder-owned financial advisory firm in Fort Worth, Texas, providing biblically-based financial planning, retirement, and tax consulting services to individual investors and families through LPL Financial and the Dave Ramsey SmartVestor Pro network.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

Keywords

• Financial planning services
• Wealth advisory services
• Retirement planning
• Investment advisory
• Tax consulting

Headquarters

HQ city

Fort Worth

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Technology or R&D, Others

Revenue model

1. Financial Advisory Services: The firm generates revenue through advisory fees and/or one-time commissions for financial planning and investment advisory services. Clients choose between transparent consulting with advisory fees or one-time commission structures.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels5 records

Core offering

Rimer Financial Group provides biblically-based, personalized financial planning and wealth advisory services to individuals and families, following Dave Ramsey's Baby Steps methodology. Core paid offerings include customized financial plans, debt payoff and savings strategies, retirement investing guidance, estate and legacy planning, and investment advisory delivered through its SmartVestor Pro affiliation and LPL Financial's Registered Investment Advisor platform. Services are delivered via one-on-one consultations and supplemented by Financial Peace University classes and educational resources.

Product overview

Rimer Financial Group offers a unified financial advisory service centered on biblically-based financial planning aligned with Dave Ramsey's philosophy. The core offering combines personalized financial planning with SmartVestor Pro investment advisory services, supplemented by LPL-powered retirement planning tools and educational resources. Clients receive customized financial plans, access to Financial Peace University and Legacy Journey classes, free online calculators, LPL research materials, tax resources, and a comprehensive financial glossary. The firm guides clients through debt payoff, savings building, retirement investing, and legacy creation using Dave Ramsey's Baby Steps methodology.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning Services Biblically-based financial planning and wealth management services for individuals and families, including customized financial plans, debt payoff strategies, savings building, retirement investing, and legacy creation following Dave Ramsey's Baby Steps methodology.
• Dave Ramsey SmartVestor Pro Advisory Investment advisory services following Dave Ramsey's financial philosophy and SmartVestor Pro principles, providing long-term investment guidance for retirement and wealth building. Delivered through referrals from Ramsey Solutions' SmartVestor advertising and referral program.
• LPL Retirement Planning Retirement plan advisory services delivered through LPL Financial, including 401(k) guidance, required minimum distribution calculations, and retirement income planning. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor and broker-dealer.
• Financial Peace University (FPU) Classes Group financial education classes teaching Dave Ramsey's biblically-based financial principles for budgeting, debt elimination, and wealth building, coordinated by Jeff Rimer with over 45 classes delivered.
• Legacy Journey Class Advanced financial planning class focused on estate management, wealth transfer, and creating a lasting financial legacy for future generations, coordinated alongside FPU classes.

Quantifiable outcome

• Over 2,500 individuals guided through Dave Ramsey's philosophy over 18 years
• +1 more outcomes

Named customers1 record

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Five partnerships are on record, tiered core and minor.

• LPL FinancialcoreChannel Partner/ Reseller/ DistributorSecurities and Advisory Services offered through LPL Financial, a Registered Investment Advisor and Member FINRA & SIPC. LPL Financial is the nation's largest independent broker/dealer and provides the regulatory and custodial infrastructure for Rimer Financial Group's advisory services.
• Dave Ramsey / SmartVestor ProcoreGTM or Marketing PartnerSmartVestor Pro is an advertising and referral service operated by The Lampo Group LLC d/b/a Ramsey Solutions. Rimer Financial Group has been a SmartVestor Pro since 2009, receiving referrals for investment professionals. Financial professionals pay SmartVestor cash compensation for referrals.
• Forge Financial ServicesminorChannel Partner/ Reseller/ DistributorJeff Rimer is a financial representative with Forge Financial Services. Forge Financial focuses on investing and financial planning for retirement, helping clients make prudent decisions about their financial futures.
• Dave Ramsey Financial Wellness ProgramcoreStrategic or Co-development PartnerIndependent affiliate of Dave Ramsey's financial wellness program since 2005. Jeff Rimer has been a Financial Coach for Dave since 2004 and coordinates Financial Peace University (FPU) and Legacy Journey classes.
• Shaw Financial ServicesminorChannel Partner/ Reseller/ DistributorAffiliated office (Shaw Financial Services/Forge Financial) located in Edmond, OK. Focuses on investing and financial planning for retirement with advisors helping clients make prudent decisions about their financial futures.

Scale indicators3 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• Edward Jones: A national, branch-based wealth management firm serving mass-affluent individuals with financial planning and investment services. Comparable as a broad incumbent competing for the same individual investor and retirement planning clients Rimer serves, but at vastly greater scale.
• Mariner Wealth Advisors: A large national RIA offering comprehensive financial planning, investment management, and tax/estate services. Comparable as a broader wealth management incumbent overlapping with Rimer's planning-led, advisor-driven model for mass-affluent and high-net-worth clients.
• Carson Group: A large RIA and coaching platform serving independent financial advisors with practice management, technology, and back-office support. Comparable as a broader incumbent offering financial advisors infrastructure and scale advantages that small independent firms like Rimer lack.
• Commonwealth Financial Network: A large independent broker-dealer and RIA supporting independent financial advisors with compliance, technology, and product infrastructure. Comparable as a peer platform that Rimer-adjacent LPL-affiliated advisors also use, competing for the same independent advisor talent pool.
• Cetera Financial Group: A large independent broker-dealer and wealth management firm supporting independent financial advisors with platform services. Comparable to LPL as an alternative infrastructure provider competing for independent advisor affiliations in the same RIA/broker-dealer ecosystem.

Direct peers

• Kingdom Advisors: A faith-based network that trains, certifies, and connects Christian financial advisors, sharing Rimer's biblically-grounded positioning. It is highly comparable as a peer in the faith-centered financial planning niche and serves similar mass-affluent clients seeking values-aligned advice.
• Ronald Blue Trust: A national Christian wealth management and financial planning firm offering biblically-grounded advisory services. Comparable to Rimer in faith-based differentiation, financial planning orientation, and mass-affluent to high-net-worth target clients.
• Other Dave Ramsey SmartVestor Pros: Independent financial advisors in the Dave Ramsey SmartVestor Pro directory offering Ramsey-aligned investment advisory and financial planning services, often affiliated with LPL Financial. They compete directly with Rimer for SmartVestor referrals and serve a substantially overlapping philosophy-driven client base.

Regional players

• North Star Resource Group: An independent financial services firm specializing in financial planning, retirement, and wealth strategies with a values-based orientation. Comparable to Rimer as a similarly positioned independent advisory practice focused on faith/values-aligned planning for individuals and families.

Emerging players

• FaithFi (Faith & Finance): A faith-based financial education and advisor referral platform connecting Christians with biblically-grounded financial professionals. Comparable as an emerging player in the same faith-centered financial advice niche, providing both education content and advisor discovery that overlaps with Rimer's positioning.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/rimer-financial-group

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rimer Financial Group