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 so we strive to help you 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.
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...
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...
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...
The stock market is an expansive platform where buyers, sellers, and issuers meet to exchange shares of publicly traded...
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According to the United States Census Bureau (August 2020), over 90% of households with school aged children were...
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New RPJ hire here, to discuss a topic I’m overly familiar with right now… a new job! We’ve all been there – you spend...
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