Skip to main content

RJ Beucler, ChFC®

Owner, Founder, Lead Advisor

Since 2008, RJ has been practicing as a financial coach. From 2015 to 2018, he served as Vice President of Integrated Financial Network before opting to concentrate exclusively on client relationships. Before assuming his current role as a financial advisor, RJ, a former high school mathematics teacher and basketball coach, dedicated his efforts to serving the adolescents and parents of Colerain High School. The passion and desire he possessed to make a difference in students’ lives through the transfer of information and education now form the core of the client process he employs as a financial coach.

RJ still applies and preserves his educational skills, imparting to his clients the values of proper financial foundations and guiding them through the fundamentals of financial planning. His passion for mathematics persists, and the ability to incorporate it into his current work while actively striving to make a significant difference in his clients’ lives remains extremely rewarding.

A graduate of Taylor University, RJ attained his Chartered Financial Consultant designation from the American College. He has been the recipient of numerous leadership awards, participated in various honor councils, and achieved recognition as a five-time Court of the Table qualifier and an 11-time Million Dollar Round Table member.

During his free time, RJ delights in spending time with his beautiful wife Ashley and their three children. An avid golfer, he enjoys engaging in exercise, skiing, traveling, and coaching youth sports, particularly with his own children. Currently residing in Cincinnati, RJ has a deep affection for the area.

My passion as a financial professional is empowering people to make well thought-out, more efficient decisions that are critical for the optimization of their financial futures. Acting as a financial coach, I advocate for my clients and guide them through the macro-economic philosophies that need to be considered in their planning to help them reach their full potential, enrich their lives and enhance their reality.”

— RJ BeuclerOwner & Founder

Our Team is Your Guide to Your Pinnacle

Our founder, RJ Beucler, is a former math teacher, basketball player and basketball coach. That’s why he places the utmost importance on passing. From passing the test to passing the ball, it takes a team to accomplish a goal, and our discipline, tenacity, and persistence is our driving force toward optimizing your finances and finding the most efficient way for you to score. You also want to score as often as possible, and whether it’s in basketball or in your finances, you can’t score all of your points at once. It takes a consistent, focused approach to reach your pinnacle and succeed at the end of the day. Our team helps you streamline your plan and filter through the factors that can make it difficult to achieve your objectives, always looking for new ways to make your life easier. Meet our team below!

RJ Beucler, ChFC®

Owner, Founder and Lead Advisor

Raymond Gettins

Business Development/Chief Compliance Officer

Rob McPheters

Director of Risk Management Research & Operations

Nick Kelch

Associate Advisor & Operations Specialist

Get our Free Wealth Sync Scorecard!

Building meaningful wealth is difficult, and preparing for a comfortable financial future can be intimidating! At Wealth Sync Partners, our goal is to create a financial future that is full of endless possibilities. That’s why we’ve created this assessment that can help you optimize your personal wealth and find areas of inefficiency that can be enhanced to help you reach your goals. Download the Wealth Sync Scorecard below and start working toward:

  • Efficient Direction for Your Future
  • Minimization of Your Portfolio Risk
  • Optimization of Your Financial Strategy
Get My FREE Scorecard

Synchronize your Financial Future.

We are here to help you succeed. Schedule your Complimentary Portfolio Review and align your Personal Goals with your Financial Plan.