Connect with Top-Rated Financial Planners in Santa Monica!

RTJ Financial Management is a fee-only financial planning and wealth management firm serving successful entrepreneurs, freelancers, and executives in the entertainment and creative fields. We provide personalized financial services, including cash flow and budgeting, taxes, insurance, investments, and estate planning, with a focus on independence, objectivity, and a collaborative approach. Our goal is to help our clients achieve financial success and peace of mind, while building long-term relationships based on trust, honesty, and mutual respect.

Empress Investment Group is a financial planning and wealth management firm that provides customized solutions to help individuals and businesses achieve their financial goals. Our team of experts uses a 4-Step Prosperity Planning Process to help clients plan for their future, preserve wealth, and protect their legacy. From investment strategies to retirement income planning, tax reduction strategies to estate planning, we strive to take the guesswork out of the financial planning process and provide our clients with lasting peace of mind. With a focus on education and personal relationships, we empower our clients to make informed financial decisions and achieve long-term financial security.