Tax-Smart Retirement Planning & Investment Management

Invest Smarter. Lower Taxes. Maximize Income.

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Do You Have Questions About..

How do I turn my savings into a paycheck?

What can I do to reduce my taxes in retirement?

When should I start receiving my Social Security benefits?

Are my investments suitable for my retirement needs?

How much money do I need to have saved to retire comfortably?

I received an inheritance, have no debt, where’s the best place to put it?

Our Story.

BRJ Wealth Management is a financial advisory firm based in metro Detroit, serving clients across multiple states. Empowering you with financial confidence is our mission. We help you to feel secure and in control of your finances, so that you can enjoy what matters most.

Here's why you can trust us:

  • Over a decade of experience: We've helped over 200 clients achieve a secure and confident retirement plan.

  • Fiduciary Financial Advisor: We act as your fiduciary 100% of the time, which means we are legally obligated to give you the best advice possible, at all times.

  • Transparent Pricing: We are fee-only, so you know exactly what you are paying. We do not receive any commissions from products we recommend.

Brandon Juodikis

Gold Standard In The Financial Profession.

CFP

Our firm is comprised of Certified Financial Planner® holders. A professional with the CFP® is the gold standard designation in the financial planning industry. Less than 15.5% of financial advisors are CFP® Professionals.*

A CFP® Professional has completed a rigorous training program and demonstrated extensive financial planning competence. In addition, they must also commit to continuing education and abide by a strict code of ethics.

Our Difference Beyond Traditional Wealth Managers.

Life-Centered Approach

  • Financial strategies that align with your passions and values.

Ongoing Partnership

  • We help you navigate and adjust your plan as “life happens” and you encounter new financial events.

  • We communicate throughout the year, available to guide you through any questions that come up.

Tailored Client Experience

  • Our proactive process brings wealth enhancing opportunities to your attention.

  • We cover key financial concerns you have now, and in the future.

Customized Retirement Advice

  • We go beyond generic advice and design personalized strategies to maximize your income and minimize your tax burden.

Completely Independent

  • We have access to thousands of solutions to give our best advice, without restrictions or pressure to make certain recommendations.

  • We are not affiliated with any bank, brokerage, or insurance company.

Virtual Services

  • Best-in-class systems and software to provide our full suite of services remotely.

Personalized Financial Planning Powered By Technology.

Real Time Snapshot
Personal Financial Blueprint

Beautifully Designed Mobile Client Portal

24/7 Access To View Your Accounts

Innovative “Blueprint” To View Your Net Worth, Goals, Cash Flow, and More

Real Time Snapshot To Track Your Financial Health

Let’s Talk!