R & J FINANCIAL PARTNERS, LLC

Overview

R & J Financial Partners, LLC is an independent registered investment adviser that focuses on serving individual and family clients with a high-touch planning and portfolio-management approach. The firm acts as a capital allocator, combining discretionary portfolio management with financial planning and the selection of third‑party advisers. Its fee mix includes AUM-based fees alongside hourly and fixed-fee arrangements, which supports customized engagements for smaller business owners and high-net-worth households. Investment activity centers on public funds—primarily mutual funds—but the firm also allocates to private placements and real estate to broaden client exposure beyond liquid public markets. R & J Financial Partners structures portfolios to match individual needs rather than using a one-size-fits-all model. Given the small client base and concentrated asset pool, the adviser typically runs customized separate account strategies alongside pooled mutual fund holdings and selectively places capital with external alternative managers when appropriate for a client’s risk, liquidity needs and suitability profile.

Assets & Accounts

Investments & Alternatives

Location & Offices