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We’re not old school “brokers” that pick the hot stock of the day and pitch it to all of our clients. Our disciplined process allows us to determine our client’s goals, develop a quality plan that seeks to to help achieve those financial goals and provide guidance along the way.

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We have available a wide array of accounts and investment options. Based on a series of conversations with our clients, we help determine appropriate accounts and investments that fit their unique needs.

Young Family on Beach

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Insurance

No matter how great a plan we develop for our clients, life has a way of throwing us curve balls. Through proper risk management, we help our clients prepare for the unexpected.

During turbulent times, gain confidence in your financial future through our process-driven planning.

RJM Financial Group uses a balanced approach to assess our clients’ needs and to develop a well-managed portfolio that addresses each of their financial goals. Our goal is to help our clients grow their wealth by allocating their resources to appropriate investment options and accounts, while working to minimize risk. We develop a partnership and continue to work with our clients as we implement the plan set for them. Our success is based on our client’s success.

Desk with pen and calculator

Check the background of this investment professional on FINRA’s BrokerCheck

Robert J. Menz is a registered representative with, and Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: (CA, NY, NJ, CT, IL, IN, MN, AL, NM, NV).