Executive Plaza IV, 11350 McCormick Road
Meet the Team
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.
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...
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...
Mike started his career in the financial services industry in 2014 prior to joining Martin/Wight. He has since earned the designation of Retirement Income Certified Professional (RICP®) from the American College of Financial...
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...
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.