RTJ Financial Management is a fee-only financial planning and wealth management firm. Our ideal client is a successful entrepreneur, freelancer or executive in entertainment and other creative fields. They don’t want an advisor in a three piece suit, behind a mahogany desk, telling them what to do. They prefer a fun, collaborative advisor that understands their point of view.
We take on new clients based as much on their personality and willingness to act on professional advice as the level of assets they have. While we have the same level of research and access to the same products as our larger competitors, our firm prides itself on its independence and the lack of inherent conflict of interest found at larger firms.
As a fee-only firm, we DO NOT accept commissions or payments from third parties to recommend their products. As a result our clients can rest easy, knowing that our recommendations are objective and in their best interest.