Rembert Pendleton Jackson

What Rembert Pendleton Jackson does

Rembert Pendleton Jackson (legal entity SSB Wealth Management, Inc., also d/b/a RPJ Advisors) is a fee-only, SEC-registered independent Registered Investment Advisory firm founded in 1974 and headquartered in Vienna, Virginia. The firm delivers integrated financial planning, investment management, and fiduciary advisory services to three primary client segments: individuals and families navigating life transitions, boards and executive officers of non-profit organizations, and company 401(k) plan sponsors acting as plan fiduciaries. Its service portfolio spans goal setting, cash flow planning, retirement and education planning, risk management, estate coordination, tax-efficient portfolio management, and personalized quarterly reviews, with non-profit investment management offered since 1994.

The firm's technology stack is composed entirely of third-party client portals rather than proprietary platforms: the RPJ 360° branded client planning portal hosted on the EMA (eMoney Advisor) platform, the Tamarac Investment Portal for portfolio reporting, the Charles Schwab client login for custody and trading access, and the American Funds 529 portal for college-savings accounts. Distribution is direct and relationship-driven, supported by an active content marketing program (the RPJ Insights blog, a quarterly PDF client newsletter archive running Q1 2021 through Q1 2026, and topical webinars), with no public-facing marketplace, app, or self-serve channel. The firm discloses no pricing, AUM, or revenue figures, but its principals collectively hold more than 210 years of experience and credentials spanning CFP®, AIF®, CIMA®, RICP®, CFA, and CIC, underscoring a credential-led, fiduciary differentiation strategy.

Name

Rembert Pendleton Jackson

Legal name

SSB Wealth Management, Inc.

Website

https://rpjadvisors.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

11–50 employees

Short description

Rembert Pendleton Jackson is a fee-only, SEC-registered independent RIA founded in 1974 that provides financial planning and investment management to individuals and families, non-profit organizations, and 401(k) plan sponsors, primarily in the national capital area and across 45+ U.S. states.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Discretionary Portfolio Management (DPM) (FSAAABAC)

Keywords

• Fee-only financial planning
• Investment management services
• Retirement plan advisory
• Nonprofit investment advisory
• Fiduciary wealth management

Headquarters

HQ city

Falls Church

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Fee-Only Investment Advisory & Financial Planning Fees: Fee-only Registered Investment Advisory model. SSB Wealth Management, Inc., d/b/a Rembert Pendleton Jackson, charges clients advisory fees for financial planning, investment management, and portfolio services. Fees are derived from client assets under management and/or planning engagements. The firm is a fiduciary, putting client interests first. Revenue mix includes recurring AUM-based fees for individuals/families, non-profits, and 401(k) plan sponsors.
2. 401(k) Plan Advisory & Investment Management Services: Recurring fees earned by serving as a delegated investment advisor/manager to company retirement plan sponsors. Includes plan fiduciary support services.
3. Non-Profit & Institutional Investment Management: Ongoing investment advisory and portfolio management for non-profit boards, executive officers, and institutional clients. Recurring AUM-based fees.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Rembert Pendleton Jackson (d/b/a RPJ Advisors) is a fee-only, independent, SEC-registered Registered Investment Advisory firm that delivers integrated financial planning and ongoing investment management to individuals and families navigating life transitions, to non-profit organizations with fiduciary investment responsibilities, and to company retirement plan (401(k)) sponsors. Services span goal setting, cash flow planning, retirement and education planning, risk management, estate coordination, tax-efficient portfolio management, and 401(k) plan fiduciary support.

Differentiator

Problem solved

Functional benefit

Products and services

• Individuals & Families Financial Planning
• Institutions & Non-Profits Investment Management
• 401(k) Plan Services
• ESG Investing Advisory

Quantifiable outcome

• Founded in 1974 — over 50 years of continuous operation
• +2 more outcomes

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature4 records

Partnerships

Five partnerships are on record, tiered core, minor and flagship.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as a custodian whose customer login portal is linked directly from RPJ's 'Client Portals' menu. Client.schwab.com is offered to RPJ clients for account access and trading. Acts as primary custodian enabling RPJ's investment management operations.
• EMA (Executive Management Associates) — RPJ 360° PortalcoreTechnology or IntegrationRPJ 360° is RPJ's branded client financial planning portal hosted on EMA's platform at wealth.emaplan.com/ema/ria/rpjadvisors. Provides clients integrated financial planning visibility tied to RPJ's service offering.
• Tamarac (Advisor Portal)coreTechnology or IntegrationTamarac hosts RPJ's Investment Portal (rembertgroup.portal.tamaracinc.com), enabling clients to access portfolio reporting and account information. Reflects RPJ's prior/legacy firm branding 'Rembert Group'.
• Marc Bruno, CIC, CRM (Personal Insurance Expert)minorGTM or Marketing PartnerMarc Bruno, an insurance professional holding CIC and CRM credentials, partnered with RPJ (Nicole Mongeon, CFP®) to host a personal insurance webinar for clients and prospects covering home, auto, and umbrella insurance essentials. Webinar replay hosted on Zoom.
• SSB Wealth Management, Inc.flagshipOthersSSB Wealth Management, Inc. is the legal entity that does business as 'Rembert Pendleton Jackson' ('RPJ'). SEC-registered investment adviser offering investment advisory services.

Scale indicators5 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Creative Planning: Large fee-only RIA offering comprehensive financial planning, investment management, and retirement plan services to individuals, families, and institutions — directly comparable to RPJ's fee-only, multi-segment RIA model.
• Buckingham Strategic Wealth: Fee-only RIA providing integrated financial planning and investment management to individuals, families, and institutions under a fiduciary model — closely aligned with RPJ's fiduciary, fee-only positioning.
• Ronald Blue Trust: Fee-only fiduciary RIA delivering financial planning, investment management, and 401(k) advisory services to individuals, families, and non-profits — directly comparable in service mix and segment focus to RPJ.
• Halbert Hargrove: Long-standing fee-only RIA serving individuals, families, and non-profits with fiduciary financial planning and investment management — a strong comparable given RPJ's similar longevity (50+ years), non-profit focus (since 1994), and fee-only structure.
• Savant Wealth Management: Fee-only RIA providing financial planning, investment management, and retirement plan services to individuals, families, and institutions — directly comparable in fee-only, multi-segment RIA model.

Broad incumbents

• Edelman Financial Engines: Large national RIA combining human advisors with a digital planning platform, serving individuals and 401(k) plan sponsors at scale — broader incumbent competing with RPJ's individual and retirement-plan segments.
• Carson Group: National wealth management firm offering financial planning, investment management, and 401(k) services through a large advisor network — broader incumbent with overlapping segments but a much larger scale and ecosystem model.
• Mariner Wealth Advisors: Large national wealth manager serving individuals, families, and institutions with comprehensive financial planning and investment services — broader incumbent with overlapping client segments and capabilities.
• Fisher Investments: Large global investment management firm with significant AUM and a high-net-worth focus — broader incumbent competing for institutional and high-net-worth advisory mandates similar to RPJ's non-profit and institutional practice.

Emerging players

• Facet Wealth: Hybrid digital RIA offering flat-fee financial planning and investment management — overlapping RPJ's individual/family segment with a tech-enabled, lower-cost delivery model that pressures fee-based competitors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/RPJAdvisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rembert Pendleton Jackson