Rodríguez Financial Strategies is an independent, veteran-owned financial firm based in Beavercreek, Ohio. Led by retired U.S. Air Force Colonel Jose “Rafi” Rodriguez and financial advisor Mark Richmond, a U.S. Navy veteran, the firm draws on military and business experience to serve Department of Defense and federal employees, business professionals, and small-business owners preparing for or living in retirement.

The firm provides comprehensive financial planning and portfolio management for individual clients, along with benefit services for business clients. Its planning addresses investments, retirement, estate considerations, insurance, taxes, and lifestyle goals. Rather than centering its approach on product sales or commission-based portfolios, Rodríguez Financial Strategies says it focuses on clients’ aspirations and offers objective, transparent guidance. The team emphasizes long-term relationships, open communication, and helping clients understand how current financial choices may affect their future. The firm also provides educational resources, including retirement guides, checklists, articles, videos, and tools covering topics such as Social Security and Thrift Savings Plan withdrawal options. Its office is located on Colonel Glenn Highway in Beavercreek.