Broker Check

902 Beaver Drive, DuBois, PA 15801

814-372-4840
rjavens@rj-financial.com

Strategies to Reach
Your Financial Goals

We value the importance of building relationships with our clients. Maintaining these connnections allows us to provide the necessary support to help clients make the right financial and insurance decisions. 

Connect with Us

Strategies to Reach
Your Financial Goals

We value the importance of building relationships with our clients. Maintaining these connnections allows us to provide the necessary support to help clients make the right financial and insurance decisions. 

Start a Conversation

Strategies to Reach
Your Financial Goals

We value the importance of building relationships with our clients. Maintaining these connnections allows us to provide the necessary support to help clients make the right financial and insurance decisions. 

Start a Conversation

What We Do
Why Selecting a Fiduciary Advisor is Important

Not all financial advisors are held to the same standards and requirements. Selecting a financial advisor who is a fiduciary means that he or she will always be working in your best interest. A fiduciary is held to the highest duty known to law and the highest standard of care.

The primary responsibilities and duties of a fiduciary are:

  • Duty of Care
  • Duty of Loyalty

As a result, this is what you can expect as my client:

  • An ongoing relationship to continue to monitor your assets
  • Sound advice that has been carefully developed and is in your best interest
  • Your needs will always be put first

Who We Help 
Helping You
 Manage Your Future

We help people build strategies that work towards securing their financial future by using a goal oriented, advice driven approach in a way that best fits their priorities and objectives.

Our Process

Retirement Planning

Most people recognize the importance of sound retirement planning but aren’t quite sure where to begin. 

Plan for Retirement
Our History

Investment Advisory

As an Investment Advisor, I am a fiduciary to my advisory clients.

Build An Investment Roadmap
Our Values

Health Insurance

When insurance is not available through your employer, you are left to research available and affordable insurance plans on your own.

Stay Protected for the Future
Our Resources

Social Security Consultation

Life moves pretty fast and can change even faster.

Let's Discuss

About Us 
Providing Insight as 
a Tool for Success

At Robert Javens Financial Advisors & Wealth Strategies, your needs come first. Our team values the importance of building ongoing relationships with our clients, and we construct strategies based on a goal oriented, advice driven approach. We take your current situation into account and provide strategies and recommendations tailored specifically to you. As a Fiduciary, we will always work in your best interest, held to the highest duty known to law, and provide sound advice that has been carefully developed.

Take the Quiz
Understanding Your Financial Plan

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Process 
The Goal Oriented Advice Driven Approach

Step 1: Get to Know Each Other

Step 2: Gather and Analyze the Data 

Step 3: Recommend and Implement Strategy 

Step 4: Ongoing Review of Your Plan

Connect with Us

Resources 
Knowledge as a Tool

Our insights are at your fingertips. Are you interested in retirement strategy, wealth management, or other financial topics? You’re welcome to browse our learning resources and connect with a financial professional when you’re ready for critical next steps.

Potential Income from an IRA

Potential Income from an IRA

Learn More
Bull & Bear Markets: A Timeline

Bull & Bear Markets: A Timeline

Learn More
Questions to Ask About Medicare

Questions to Ask About Medicare

Learn More

Contact Us 
We Want to Hear 

From You

Ready to talk about your financial goals? Let’s schedule an introductory phone call to get to know each other.

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