Brian Rathbun, CRPS®

Brian has been dedicated to building strong, lasting client relationships since 1993, guided by mutual respect and trust—the foundation of his practice. He specializes in creating personalized financial strategies, including retirement planning, estate planning, and charitable giving and partners with small business owners and busy professionals to help them achieve their long-term goals. Brian is passionate about helping clients reach financial success and is honored to witness the transformative impact it has on every other aspect of their lives. 

A graduate of Wright State University, Brian holds the Chartered Retirement Plan Specialist (CRPS®) designation. He is also a passionate advocate for behavioral finance and has earned a certificate in Behavioral Advice from Shaping Wealth, equipping him to help clients navigate all market conditions and make confident, informed decisions about their financial futures. 

Brian is deeply engaged in the Beavercreek community, actively supporting local nonprofit organizations through volunteer efforts and charitable initiatives. He and his wife, Sandy, make their home in Beavercreek, Ohio, and enjoy spending time with their two adult children, Tom and Rachel, who also live in the Dayton area. Outside of the office, Brian enjoys golfing, running, and caring for his beloved “grand pups.” His favorite place to unwind is at Watts Bar Lake in Tennessee with family, and he never misses a chance to cheer on the Buckeyes at Ohio Stadium.