Our Approach
Defined by our people, powered by knowledge,and driven by our clients’ success
Creating Real Value
We only take on projects where we are confident that the value we deliver will far exceed our fees
Speaking Truth with Integrity
We provide honest, straightforward advice, even when it challenges the status quo.
Respecting Privacy
We never publicize our work for clients—your success remains yours to share
At RBJ, we are dedicated to building relationships that last. Over 60% of our work is with clients we’ve proudly served for more than a decade—a testament to the trust we’ve earned through our unwavering commitment to their success. Our clients know that their interests always come first, and our actions reflect this priority in every engagement.
What Guides Our Work
RBJ Management Group was built on a simple idea. Do the right work for the right reasons. We partner with clients where trust, honesty, and long term success matter more than quick wins. We give clear advice, protect our clients privacy, and stay focused on creating real value that actually moves a business forward. The relationships we build are meant to last, and most of our clients stay with us for years because we put their interests first. Always.
Business Consulting
Financial Advisory
Financial Consulting
Financial Planning
Management Consulting
Retirement Planning
Financial Reporting
Financial Accounting
Reina Bermudez
Financial Wealth Advisor and Executive Coach
Retirement Strategies for Business Owners: My Journey and Mission
As a former business owner who successfully built and sold my own company, I understand firsthand the challenges and triumphs that come with entrepreneurship. I’ve walked the same path as many business owners, grappling with the pressures of growth, planning, and securing a stable future. Through this experience, I’ve come to recognize a crucial truth: building a business isn’t just about the present—it’s about ensuring a secure financial future for yourself, your employees, and your family.
Now, I dedicate my work to helping business owners achieve their biggest dreams of financial independence and leaving a legacy. By focusing on innovative retirement strategies, I guide business owners in creating plans that grow with their businesses and minimize tax implications.
Jacqueline Dinwiddie
Financial Wealth Advisor and Executive Coach
Strategic Financial Leadership: Building Value, Securing Futures
As a seasoned CFO for large companies, I’ve spent my career specializing in transforming businesses to achieve their full potential. From cleaning up financials for mergers and acquisitions to leading software conversions and migrations, my focus has always been on streamlining processes to increase overall value while securing a stable future for clients.
Many business owners are so immersed in daily operations and scaling their companies that they miss asking a critical question: What comes next? Exit strategies and retirement plans are more than just a roadmap to stepping away—they’re about safeguarding the legacy you’ve worked tirelessly to build and ensuring your financial future is secure.
Over the years, I’ve seen how inefficiencies and hidden costs quietly erode a company’s bottom line. My mission is to uncover these pain points, reinvest those resources into the business, and create a foundation for long-term growth. I don’t just analyze from the sidelines—I get involved. Whether it’s cleaning up financial statements, optimizing operations, or implementing cutting-edge technology, I help transform businesses into assets that work for their owners.
Our Process: Simple. Strategic. Proven.
We make the transition from business owner to financially-free entrepreneur smooth, smart, and powerful.
Discovery Call with Direction
We assess your goals, your concerns, and your company—so we understand what matters and where you want your business to take you.
Retirement & Exit Gap Analysis
We uncover how close—or far—you are from retiring the way you want. Not sure what that looks like? We’ll coach you through the process.
Custom Wealth Strategy
We combine business value, private financial tools, and smart tax planning into a step-by-step plan tailored to your long-term goals.
Execution with Accountability
Whether you're 2 or 10 years away, we build exit strategies that protect your legacy, your income, and your peace of mind.