Cary Street Partners Expands Retirement and Corporate Services Team
Dynamic Industry Leader Joins from Edelman Financial
Richmond, Virginia – April 10, 2018
Luxon Financial LLC is pleased to announce that R.J. Reibel has joined its Cary Street Partners team to help expand the firm’s presence with businesses and business owners and to service their retirement and corporate benefits needs. Previously a leader with Edelman Financial Services LLC’s retirement and 401K business, R.J. Reibel will be based in Cary Street Partners’ Glen Allen, Virginia office. He will be working with the firm’s existing team, led by Celia Rafalko, to expand the firm’s reach to this important client base. With the addition of Luxon Insurance Services in the past year, the scope and capabilities of the firm now include, in addition to investment services such as 401k and individual wealth management services, a range of corporate benefits and other insurance related products.
“R.J. is a great fit for our firm and he helps to deepen the culture we are building,” said Joseph R. Schmuckler, CEO of Luxon Financial. “R.J. brings energy and passion to his client base which they can easily value and understand. He clearly recognizes the unique challenges facing middle market companies and has built a very successful career by working with and solving the corporate benefits and retirement service needs they are facing. Our goal is to deliver institutional quality wealth management and investment processes to our client base in every market we touch. R.J.’s experiences and ambition in partnership with our colleagues will be an important advancement to that goal.”
“Luxon Financial, and the team at Cary Street Partners, provides a platform for independent thinking advisors, such as myself, and just as importantly provide the tools my clients require to compete and to win. It’s a liberating feeling to be able to join a team that understands the challenges we face, and which provides vision to help us better service our clients,” added Mr. Reibel.
About Luxon Financial
Luxon Financial LLC provides comprehensive wealth management services including investment, estate planning and financial advice in a culture dedicated to high performance, independence and objective thinking. Our Cary Street Partners financial advisors serve families, institutions and companies with customized solutions tailored to fit each client’s objectives for investments, life insurance, employee benefits, 401k and other retirement needs. Through Luxon Global Portfolios, we maintain a disciplined and objective approach in creating customized and turnkey investment solutions which facilitate our clients’ ability to manage their desired asset allocation. Founded in 2002, Luxon Financial operates across 15 offices in six states in the dynamic Mid-Atlantic, Southern and Midwest markets.
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