R&J Financial Partners is a proud member of the BAM Alliance.  We are fiduciaries, which means we always act in our clients’ best interests. No selling or commissions. Our advisors are also CPAs, which means we have in-depth  tax and estate planning knowledge. This makes us uniquely positioned to provide comprehensive financial planning and wealth management services.

Meet Our Team

Brian has practiced as a CPA for more than 18 years. Brian serves his clients as a CPA, as well as a Registered...