Specializing in Wealth Accumulation, Distribution & Conservation

Our Promise to You —

We promise to pursue and deliver, with unconditional resolve, the best resources for our clients to define, discover, and achieve financial success for their families.

We assist in all phases of an individual’s financial planning life. Through continuous monitoring, we help to ensure the long-term financial success of our clients.

Founded on a shared vision, RJA continues to be guided by Patrick Ross, with more than 30 years of experience in the financial services industry.