About Rembert Pendleton Jackson

Life meets money any time lives change, and as milestones happen – graduations, new jobs, getting married, having kids, buying houses, starting a business, inheriting money, getting divorced, having grandkids, and financial independence and retirement.  These transitions bring both opportunities and risks.  We help at these transition points so that you can make informed choices and feel confident in your decisions.  

Our business is built on trust.  We offer a wide range of financial planning and investment management services to individuals, families, and organizations.  We are a fee-only independent Registered Investment Advisory firm.  As fiduciaries, we have a legal and ethical responsibility to put our clients’ interests first.  

Based in Falls Church, VA, the firm currently serves clients from around the national capital area and in over 35 states.  The firm’s founding principal has been serving individuals and families since 1974, and non-profit organizations since 1994.  Collectively, the principals have over 100 years of experience.
 

 

Individuals and Families

At Rembert Pendleton Jackson our mission is to help individuals and families, foundations, and institutions realize their financial goals. We are a fee-only Independent Registered Investment Advisor. As fiduciaries we have a legal and ethical responsibility to put our clients' interests first. Our...
 

Institutions and Non‐Profits

The Board of Directors and Executive Officers of non-profit organizations have a fiduciary responsibility to manage their organization's investable assets with reasonable care, skill and caution. Prudent investment processes are critical to sustaining the organizational mission – both on a current...
 

401(k) Plan Services

Company Retirement Plan Sponsors are plan fiduciaries and owe a duty of loyalty, care and prudence to the plan and participants. As stewards of this very important employee benefit, the Plan Sponsors may choose to delegate some fiduciary duties to investment advisors and managers. This delegation...

CARES Act 2020

The CARES (Coronavirus Aid, Relief and Economic Security) Act was signed by President Trump to help provide financial...
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