Risk Management Advisors was founded by Wesley Sierk and Jarid Beck in 2004.  After spending over a decade in the financial services industry, RMA was established to provide strategies and services that were contrarian to what was being promoted in the mainstream insurance and financial service industries.  As business owners began to recognize that conventional risk management, insurance and asset protection solutions promoted in the marketplace were deeply flawed and inadequate, RMA began to thrive.  Their third partner, Max Jong joined in 2007 as the firm grew.  This created leverage that allowed RMA to provide a more substantial set of services for its growing client base.

 

Much of RMA’s growth has been organic, thanks to referrals from clients, advisors and strategic partners in the Southern California area.  Fortunately, the firm’s reputation has spread and has been able to help clients in various industries all across the country.  The principals of the firm have a unique background in insurance, taxation, asset protection and estate planning.  This unique perspective allows RMA to be creative and comprehensive in its recommendations thereby maximizing benefits to the client.