Raub Capital Management is a team of experienced investment professionals. We are committed to understanding your unique needs and providing the time and resources to formulate a prudent investment strategy to help you protect and grow your wealth. Our strategy is designed around your goals and objectives and we will provide you with the highest quality of client service.

"Our mission is to help clients become Peace of Mind Investors by coaching them to develop a wealth strategy that will empower their life purpose."

Meet Andy Raub. He is the Founder of Raub Capital Management and author of The Peace of Mind Investor. For over 35 years he has been involved in almost every aspect of financial planning and money management. He holds a BS in Psychology and MBA in Finance and Investments. He began his career as an institutional investment analyst and portfolio manager. He also served as the Corporate Treasurer of a Fortune 500 company, before opening his own firm in 1982.

Andy combines his years of investment experience with the heart of a coach to build very personal relationships with each client. "I get great satisfaction when a client tells me they finally understand what their investments are doing and why. When they realize they have a good chance of meeting their most important goals and they have a new sense of clarity and confidence about their money, I have a real feeling of accomplishment."

Andy has the distinct ability to simplify and explain complex financial concepts in easy to understand terms and still provide sophisticated investment solutions. "One of the most important things about my work is the ability to listen to and understand each client's unique situation and apply wisdom and expertise to solve their most pressing problems. I can be objective when analyzing a problem and get a solid resolution by cutting through the technical stuff and getting to the core issues."

Meet David Morrison. David has been an investment advisor for nearly ten years and loves the art and science of building custom-tailored financial plans and investment portfolios. He is able to take complex situations and, through research and analysis, find innovative, sophisticated solutions. He applies these skills to The Design Stage of our Process wherein he analyzes all the options available to you and creates a plan that is custom-tailored to meet your requirements. He wants you to be successful. "The most important thing about the work I do is that, in some small way, I am able to assist families and individuals to focus on their gifts and talents, rather than on the distractions of money and investments. When they focus on what is truly important, incredible things with great significance can take place."

Meet Kim Parker. Kim is an organizer by nature. With over twenty years experience in financial services administration, she has the ability to solve client problems and make sense of all the details involved in managing sophisticated investment accounts. Kim is responsible for The Implementation System phase of our Process. From setting up your accounts, to helping you read your statements, to solving problems, her professional manner brings a comfort to all she meets. "I believe the most important part of my job is handling your money. Because of our unique process, we have a foundation to build upon for your future income and investment needs. It is satisfying for me to know that I've been able to help you meet your life and investments goals."

Meet Sarah Lawrence. Sarah's background as a CPA and her completion of the CFP requirements give her a distinct ability to understand complex financial and tax situations. She is especially skilled at dealing with retirement issues such as Social Security and IRA distributions requirements. She manages The Navigation System portion of our Process by monitoring investment portfolios and reporting results in a way that helps you stay on track. "I want each client to be successful in fulfilling the goals that they have set for themselves and their family. Our unique process has the steps needed to give our clients the peace of mind that they can meet their life goals with security or it highlights the need for them to adjust their current priorities to achieve their life goals."