Our mission is to help individuals and families, foundations, and institutions realize their financial goals.  

For individuals and families, we offer counsel in the areas of:

  • Financial Goal Setting
  • Cash Management
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Business management
  • Estate / Trust Administration

For foundations and institutions, we offer counsel in the areas of:

  • Fiduciary Duty
  • Asset Allocation
  • Investment Selection
  • Investment Implementation

Our clients include individuals, families, corporate executives, business owners, medical professionals, retirees, qualified retirement plans, associations, and charitable organizations.  We have been serving families since 1974 and non-profits since 1994. 

We take great pride in our work and are pleased to have maintained many long-term relationships with clients.  


Why Choose RPJ?

  • We want 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 unique needs.
  • We take the time to look at a client’s total financial picture:  We believe in creating a financial plan and using that as the basis to implement investment, estate planning, and insurance decisions. 
  • We are fiduciaries:  Fiduciary advisors are legally required to put the interests of the client first.  All our recommendations are made with our clients’ best interest in mind. 
  • We are Fee-only:  Our only compensation is from our clients; our only loyalty is to our clients.  We do not receive commissions, fees, or bonuses from the investment recommendations we make. 
  • We are a Registered Investment Advisory firm exclusively registered with the SEC.