Ritholtz Wealth Management is a registered investment advisory (RIA) firm focused on providing financial planning and wealth management services to our clients. We use our technological savvy and planning expertise to enable investors to achieve their specific life and retirement goals.

We work directly with clients on a fee-only basis and choose to be held to a fiduciary standard. Giving the right advice is the soul of our firm.

We work for – and are solely compensated by – our clients; those are the only interests we serve.

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Investment Management

Ritholtz Wealth Management

Josh Brown

Financial Advisor

Jean Laguerre

Jay Tini

Michael Batnick

Erika Mauro

Patricia Hatzfeld

Duncan H.

The Client Service team at Ritholtz Wealth Management is dedicated to delivering exceptional support and guidance to clients throughout their financial planning and investment journey. This team works closely with clients to address their inquiries, manage account details, and facilitate seamless communication with advisors, ensuring a personalized and responsive experience. Their commitment to fiduciary standards reinforces the firm's ethos of prioritizing client interests above all else.

Client Service

Leadership Team

Client Service

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Investment Management

Leadership Team