Our Mission

RBJ Wealth Management was founded by seasoned Financial Planners with extensive experience in the Financial Planning and Risk Management space. Our founders started RBJ with a goal of making our clients more than just a number. We go to great lengths to provide one-on-one, collaborative Financial Planning, Wealth Management Group Benefits and Insurance services to our clients.

RBJ Wealth Management exists for one primary purpose- to help ensure our clients accomplish their Financial and Retirement planning dreams. We work with our clients to help them meet their financial and risk management goals. We enjoy sharing in our clients’ success and we genuinely care about each and every client we work with. We get to know our clients' families and generally become friends with many of the clients with whom we work. At RBJ Wealth Management, our clients are never just a number.

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