Our mission is to help individuals and families, foundations, and institutions realize their financial goals.
For individuals and families, we offer counsel in the areas of:
- Financial Goal Setting
- Cash Management
- Retirement Planning
- Investment Planning
- Estate Planning
- Insurance Planning
- Tax Planning
- Business management
- Estate / Trust Administration
For foundations and institutions, we offer counsel in the areas of:
- Fiduciary Duty
- Asset Allocation
- Investment Selection
- Investment Implementation
Our clients include individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations. We have been serving families since 1974 and non-profits since 1994.
We take great pride in our work and are pleased to have maintained many long-term relationships with clients.
Why Choose RPJ?
We want to provide every client with the highest level of individualized service our profession has to offer. We custom tailor our advice because each client has unique needs.
We take the time to look at a client’s total financial picture: We believe in creating a financial plan and using that as the basis to implement investment, estate planning, and insurance decisions.
We are fiduciaries: Fiduciary advisors are legally required to put the interests of the client first. All our recommendations are made with our clients’ best interest in mind.
We are Fee-only: Our only compensation is from our clients; our only loyalty is to our clients. We do not receive commissions, fees, or bonuses from the investment recommendations we make.
We are a Registered Investment Advisory firm exclusively registered with the SEC.