Scholar Financial
Ron is an investment adviser representative with Scholar Financial, a practice within the firm of XY Investment Solutions, LLC. He provides both financial planning and portfolio management services, primarily to corporate executives, retirees, and those approaching retirement. A no-obligation initial consultation (via Zoom) is provided to prospective clients. Ron provides investment advice to 26 households and approximately $50 million in publicly traded assets (as of July 2024).
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identifying a potential advisor for their review and consideration. The appearance of an
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