Our Story

RTJ Financial Management was founded with the idea that there was an alternative to the big brokerage houses with their obsessive focus on the bottom line and the view that their clients were merely account numbers and dollar signs.  We don't do investment banking or create the complicated financial products that nearly destroyed the financial system.  Our sole purpose is to help our clients become financially successful.

Ours is a firm that prides itself on knowing our clients as people, not simply investment portfolios.  One of the hallmarks of our firm is that, while our wealth management process is consistent, our solutions are geared to meet the unique needs of each client. 

We don't offer cookie-cutter solutions to your financial needs.  Instead of merely managing portfolios, we manage your entire financial picture to ensure that all the pieces are working in harmony to allow you to focus on the things you enjoy.

Our philosophy has always been to work with successful people that are fun to work with and who value professional advice.  We treat our clients as if they were family.  As a result, we will always work with a limited number of clients who are as dedicated to their own financial success as we are in getting them there.

Our Location

RTJ Financial Management, Inc.

201 Wilshire Blvd.,

3rd Floor,

Santa Monica, CA 90401

Phone. 310-587-3370

Fax. 310-943-1585


Contact Us