# RFM Investment Advisor

RFM Investment Advisor is a RIA based in Boca Raton.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boca Raton
- **Assets under management:** Undisclosed
- **Website:** rfminvest.com

## Regulatory record

- **CRD number:** 142134
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/142134

## About

RFM Investment Advisor is a fee-only Registered Investment Advisory firm that offers retirement and tax planning services. The firm takes a holistic approach to financial planning and acts as a fiduciary, legally and ethically bound to make recommendations in clients' best interests. Robert F. Mahoney, CPA/PFS brings over 40 years of experience helping individuals, corporations, estates and trusts.

## People

- Robert F. Mahoney — CPA/PFS
- Bob Mahoney

## Questions

### How large is RFM Investment Advisor's portfolio?

RFM Investment Advisor does not disclose its AUM. The firm maintains a low public profile, and no external estimates for its portfolio size are available.

### Where are RFM Investment Advisor's offices located?

The firm's office locations have not been publicly disclosed. No headquarters or additional offices are listed in any available source.

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- [CHRISTIA LI ROBERTS](https://altss.com/profile/christia-li-roberts)
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Last updated: 2026-08-11T15:07:57.118Z

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