Broker Check

At our firm, we have the client—and only the client—in mind.

At our firm, we have the client—and only the client—in mind.

RBJ Wealth Management Advisors were each hand-selected and offer a unique perspective when working with our clients. While our Advisors excel in Financial Planning for individuals and businesses, like all true success, this did not happen overnight. We value Advisors having differing life experience outside of pure Financial Planning. RBJ Advisors have diverse backgrounds that include successful careers in large scale residential real estate development, running businesses, working in the medical space and practicing law, to name a few. The majority of our Advisors have also cut their teeth and enjoyed professional success at other Financial Advisory firms before joining the RBJ Team. This affords RBJ Advisors differing points of view when it comes to Financial Planning, Wealth Management and Insurance services to our clients.

Our founders believe in routinely leveraging RBJ Advisors’ life and business experience to allow us to better serve our clients. We consistently strive to exceed our clients’ expectations and remain a venerable firm in the Wealth Management and Insurance space.

William R. Coleman, Jr., MSM

Managing Partner

(410) 773-8391

Ron@RBJWealth.com

Ron started working in the financial services industry in 1999. Prior to co-founding RBJ Wealth Management, LLC, Ron enjoyed a career with Martin/Wight & Company, LLC. Ron focuses on developing financial strategies for physician, high...

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Brian S. Tawney, JD*

Managing Partner

(410) 773- 8347

Brian@RBJWealth.com

Brian works with high net worth, business owner, corporate and physician clients and their practices throughout the country, helping his clients execute appropriate financial strategies. He assists clients with their retirement plans...

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Michael P. Ferris, RICP®, ChFc®

Financial Advisor

443-841-9061

Mike@RBJWealth.com

Mike started his career in the financial services industry in 2014. Prior to joining RBJ Wealth Management, LLC, Mike enjoyed a career with Martin/Wight & Company, LLC. He has earned the designation of Retirement Income Certified...

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Amanda Janney-Hayman

Client Services Specialist

410-773-4491

Amanda@RBJWealth.com

 During her 16+ years in the Financial Services industry and as RBJ’s Client Services Specialist, Amanda focuses on business processing and exceptional customer experience and interaction.  Amanda takes pride in...

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Beth Lesley

Client Services Associate

410-773-4444

Beth@RBJWealth.com

Beth has over 30 years of experience in the insurance industry and joined RBJ Wealth Management, LLC in 2022.She holds a B.A. in Business from Notre Dame of Maryland University and an A.A. in Interior Design.She lives in Maryland,...
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Ian Smith

Financial Advisor

410-303-7599

Ian@RBJWealth.com

Ian’s incredibly strong communications skills, along with his deep financial experience, have helped him provide unparalleled value to individual investors, financial advisors, and consultants over his 25-year career in the...

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Jeffrey Fountain, Sr., AIF, CFS, C(k)P

Group Benefits & Retirement Plans

410-773-8395

Jeff@RBJBenefits.com

Jeff is one of leaders of RBJ's Group Benefits and Retirement Plan Division. Jeff focuses his efforts on offering comprehensive benefit strategies for business owners, working closely with the executives and employees of companies and...

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Joanne Sheldon

Office Manager

410-773-4444

Joanne@RBJWealth.com

Joanne worked for 16 years at Alex. Brown & Sons in the margin/customer service area and later in the employee stock purchase plan department. Joanne joined RBJ Wealth Management, LLC as an administrative assistant in late 2019, and...
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Kerri Moran

Administrative Assistant

410-773-4491

Kerri@RBJWealth.com

Kerri joined RBJ Wealth Management, LLC as an Administrative Assistant in early 2022.  Previously, Kerri worked as an administrative assistant and customer service representative in the group benefits department for Brooks...
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Matthew Cech

Director of Investment Services

410-382-9526

Matt@RBJWealth.com

Matt started his journey in the financial services industry as a college intern with Merrill Lynch in 2009. In 2011, he joined with New York Life, gaining an understanding of Risk Management, focusing on planning for life insurance,...

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Stephen Moran, ChFC®

Financial Planning Support Specialist

410-773-8334

Steve@RBJWealth.com

Steve started working in the financial services industry in 2001 when he joined Martin/Wight & Company, LLC. He joined RBJ Wealth Management, LLC in 2020. Steve provides comprehensive financial advisory services to help develop...

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Victor Vyas, CFP

Financial Advisor

732-204-6030

Victor@RBJWealth.com

Victor has over 20 years of financial services industry experience. Beginning his career at MetLife, he was quickly recognized as a leader. Among many other awards and recognitions, in 2013, Victor was ranked as the #3 South-East Asian...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.