The Rembert Pendleton Jackson Story
Rembert Pendleton Jackson offers a wide range of investment advisory services to individual and institutional investors. Based in Vienna, Virginia, the firm has been serving individual clients from around the nation’s capital and in over 45 states since 1974 and serving non-profit organizations since 1994. Collectively, the principals have over 210 years of experience in providing these services. We operate as SSB Wealth Management Inc., dba Rembert Pendleton Jackson, a wholly owned subsidiary of Atlantic Union Bank.
We Are Fiduciaries
Today, there are many kinds of financial professionals who offer assistance with financial matters. We strongly believe the best way to assist clients is as a fiduciary advisor. The reason is simple and grounded in case law: fiduciary advisors are legally required to put the interests of the client first.
We Are “Fee-Only”
An advisor should be objective. Objectivity requires an absence of conflicts of interest. Rembert Pendleton Jackson believes that objectivity is impaired if the advisor’s compensation depends on his or her recommendations. Therefore, we do not receive any compensation other than our client fees. We do not receive commissions, fees, or bonuses from the investment recommendations we make from any third party. Our only compensation is from our clients; our only loyalty is to our clients.
The Firm’s mission is 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 different needs. We provide our clients with recommendations and assistance to meet their unique requirements.
As fee-only advisors, we focus our attention on our client’s goals and objectives. We believe our clients know that our recommendations are solely in their best interests and are not designed to generate additional compensation.
Our Founder
In 2025, Donald Mosby Rembert, CFP®, AIF® retired as Senior Financial Advisor, Emeritus after 51 years of dedicated service. Mr. Rembert has championed the importance of financial advisors adhering to the highest professional standards for many years. Early on, he transformed the firm from being commission-based to fee-only. Later, he adopted the Uniform Prudent Investor’s Act as the firm’s guide to fiduciary standards and became an outspoken advocate for advisors affirming their fiduciary status. He has written articles, spoken at industry conferences and commented to the media on the critical importance of fiduciary issues.
In April 2007, he was elected a Trustee of McDaniel College (founded as Western Maryland College in 1867), a private four-year college of the liberal arts and sciences in Westminster, Maryland. Mr. Rembert completed his degree in Economics with honors at Western Maryland College in 1961. Mr. Rembert received his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning in 1986. In 2005, he earned his Accredited Investment Fiduciary (AIF®) professional designation from the Center for Fiduciary Studies.
Mr. Rembert and his wife, Judy, reside in Reston, Virginia. They have three adult children and six grandchildren.
As a firm, we were honored to work alongside Don for so long, and truly value his role as founder of Rembert Pendleton Jackson. To learn more about Don's impact both here and the industry at large, read an article highlighting his passion for financial planning here.