We focus on your finances

you focus on what matters most.

BRJ Wealth Management is a financial advisory firm based in Metro Detroit, proudly serving clients across multiple states. We empower clients with complete financial confidence through smart investing, tax optimization, and income maximization strategies.

With over a decade of dedicated experience, we’ve helped more than 200 clients successfully build secure and confident retirement plans.

Why choose BRJ Wealth Management:

We act as your fiduciary 100% of the time, legally obligated to give you the best advice possible.

Independent Fiduciary

Our firm consists of Certified Financial Planner® professionals, the gold standard in financial planning. Less than 15.5% of financial advisors hold this designation.*

Certified Expertise

Commission Free

As a fee-only firm, you know exactly what you're paying. We never receive commissions from products we recommend.

Meet Your Advisor

Get the level of service you deserve.

We determine the best strategies to achieve your retirement goals and test if current investments are on track.

Retirement planning

We work with you to understand your goals and build our investment strategy to align with them.

Investment management

We integrate tax optimization into every financial plan, ensuring nothing essential is missing.

Tax planning

Establishing where your money should be going every month is vital to financial wellness. Our process helps you stick with the plan and achieve your desired goals.

Cash flow planning

Financial planning goes beyond numbers—we help you live the life you truly want.

Life planning

Setting goals without knowing what's possible can be tough. We work with you to help identify and clarify your financial and life goals.

Goal planning

Risk management

We ensure proper insurance coverage and estate planning, with professional referrals when needed.

Beyond annual reviews, we're always available as your situations change or questions arise.

On-going guidance

Manage everything in one place.

Net Worth Monitoring

BRJ integrates with thousands of providers including banks, 401k plans, and credit cards so your personal balance sheet is always current.
Cash Flow Planning

We create dynamic forecasts of your future income and expenses, with scenarios across investments, taxes, retirement dates, and more.
Tax Strategy

Personalized tax strategies tailored to YOUR plan, with seamless document coordination with your CPA and dynamic progress tracking.
Secure Vault

Keep all your financial, tax, and estate planning documents secure in one place. We tag all documents according to relevant assets and ownership so you never have to scramble to find information.
Concierge Service

Forget gatekeepers and lengthy wait times. Contact us directly via text, phone, or email with same-day responses. Your time is valuable, and we prioritize clear, prompt communication.