A complete list of active advisors currently associated with RJG Financial

Warmer can help you find a great advisor at RJG Financial or one who fits your needs even better.

RJG Financial provides fee-based asset management and financial planning and consulting to individual clients and to trusts, estates, pension and profit‑sharing plans and other corporate accounts. The firm manages client portfolios on both discretionary and non‑discretionary bases and prepares written financial plans and periodic consulting analyses. Investment advice is delivered through customized, balanced investment models that are reviewed monthly and may include mutual funds, ETFs, stocks, bonds and occasional alternative holdings; the firm combines fundamental analysis with some technical inputs and generally favors long‑term holdings while permitting shorter‑term trading when appropriate. RJG Financial seeks to construct global, balanced portfolios that aim to limit volatility measures such as beta and adverse bear‑market decile relative to benchmarks. The firm’s operating model includes use of Fidelity’s institutional platform for custody and execution and a dual‑registration relationship with a broker/dealer (Osaic Wealth) that can result in commission and trail (12b‑1) arrangements; those conflicts and their offsets are disclosed in the brochure. RJG Financial also documents rollover recommendations in writing, accepts certain limited‑partner investments under separate due‑diligence fees, and works with pension and corporate accounts in addition to individual clients, which is less common for independent advisory practices.

To learn more about the advisors currently working at RJG Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.