One of our core strengths as a financial planning firm is our ability to coordinate financial, tax and estate matters for our clients. To strengthen our tax planning capabilities we partnered with a local CPA firm, McKinney and Company, CPA’s. Our partnership involves shared office space and professional resources.
Mckinney and Company, CPA's
Bernard Mckinney, CPA
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We offer a complimentary "Get Acquainted" meeting to describe our services, and to see if our services are right for you.
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LRJ Wealth Management, LLC ("LRJ") is a Registered Investment Advisor ("RIA"), registered State of Ohio. LRJ provides asset management and related services for clients nationally. LRJ will file and maintain all applicable licenses as required by the state securities boards and/or the Securities and Exchange Commission ("SEC") , as app licable. LRJ renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. This web site is intended to provide general information about LRJ. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information. Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. LRJ does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice. LRJ will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Disclosure Brochure") prior to commencing an advisory relationship. Existing clients will receive a copy on an annual basis. You may contact us at email@example.com to request a hardcopy at any time. If you have any questions regarding Compliance and Regulatory information, please Contact Us firstname.lastname@example.org