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 distinct 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

(443) 689-7040

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

(443) 689-7048

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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Stephen Moran, ChFC®

Financial Planning Support Specialist

(443) 689-7046

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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Matthew Cech

Planning and Operations Coordinator

(443) 689-7039

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

Retirement Plan Specialist

(443) 689-7045

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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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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Amanda Janney-Hayman

Client Services Specialist

(443) 689-7050

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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Joanne Sheldon

Office Manager

(443) 689-7042

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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Beth Lesley

Client Services Associate

(443) 689-7043

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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Kerri Moran

Administrative Assistant

(443) 689-7050

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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Anna Ferris

Insurance Specialist

443-689-7050

Anna@RBJWealth.com

Anna joined RBJ Wealth Management after a career in software sales. She now works with physicians at all stages of their careers. Whether a medical resident or fellow, or in peak earning years, she specializes in helping secure...
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Dennis Facius, CLTC

Retirement Plan Specialist/Financial Advisor

443-689-7049

Dennis@RBJWealth.com

Dennis Facius entered the financial services industry in 1989 and joined RBJ Wealth Management, LLC as a Financial Advisor and Retirement Plan Specialist in 2024. Prior to joining RBJ Wealth Management, Dennis enjoyed a career with...
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John ("Jay") Boynton, III

Retirement Plan Specialist

443-689-7050

Jay@RBJWealth.com

Jay Boyton is one of the leaders of RBJ's Group 401(k), Executive and Employee Benefits division. Jay has been working in the Qualified Retirement area since June of 1986. During the years 1996 to 2003, Jay owned and operated a Third...
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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.