Aaron Rugh

Aaron is an Investment Advisor Representative and co-founder of RM Financial Services, LLC. He serves as Chief Executive Officer.  

For over 30 years, Aaron has worked closely with his clients to help them realize their financial and estate goals. He believes that a financial plan must fit well with an individual’s, couple’s or business’ ability to follow that plan. This means each plan is tailored to the needs of the client, and is regularly reviewed to adapt to and compensate for life’s unexpected detours.  

He is a fiduciary. Working as an independent financial advisor, he has access to a full range of products and tools, including investments and life and health insurance lines available to implement customized plans. There are no proprietary or promoted products to create conflicts of interest. Aaron works for you.

Prior to RM Financial Services, LLC, Aaron was an Investment Advisor Representative and limited partner with Edward D. Jones & Co., opening the third office for the company in the state of Maine in 1993. Before that, Aaron served in the United States Navy, including deployment during Operation Desert Storm aboard the aircraft carrier U.S.S. Theodore Roosevelt (CVN-71) and in Turkey for Operation Provide Comfort. He holds a degree in history from Brown University. 

He holds the Series 7 (General Securities Representative), General Securities Principal (Series 24), Municipal Securities Principal (Series 52), and Uniform Combined State Law (Series 66) qualifications. He is insurance licensed for life/health and variable lines. Additionally, he holds the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning.

Aaron lives on Chebeague Island with his wife and two children.