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 Investment Management team at Ritholtz Wealth Management is responsible for developing and implementing tailored investment strategies that align with clients' financial goals. This team analyzes market trends, manages asset allocation, and executes trades while upholding a fiduciary standard. Through collaboration and research, they ensure that clients receive informed, objective advice to effectively grow and protect their wealth.

Client Service

Leadership Team

Investment Management

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Client Service

Leadership Team