Distinctions you can appreciate

When seeking a trusted advisory team to serve as your financial partner, finding the right fit is essential for your financial independence and well-being. There are many characteristics we believe set us apart and make us stand out – substantial reasons we present here for your consideration.

An experienced and credentialed team

Our team has more than 180 years of combined investment industry experience. Members of our team hold key professional credentials such as Certified Investment Management Analyst®, Accredited Investment Fiduciary® and Accredited Wealth Management Advisor™ to help serve the specific and complex needs of our clients.

A well-structured planning process

We have a thorough and structured planning process designed to help ensure we are giving our clients a clear and confident path for pursuing the cherished goals in their lives. We believe that using this process and educating our clients along the way can give them a greater ability to confidently pursue and make progress toward their goals.

Dedicated client service

The depth of our team enables prompt response to all client inquiries and requests. We often act as a catalyst and coordinator with our clients’ other professional advisors such as accountants and attorneys.

Close client relationships

We build warm, personal relationships with our clients, staying in touch and making ourselves available to them whenever they need us. The trust and loyalty we have earned over time only further inspires our passion for doing everything in our power to serve them well.

Objective and straightforward advice

Our interests are always aligned with those of our clients and we are able to recommend and work with managers that meet Raymond James standards of due diligence. One of the many skills we have developed as a team is the ability to take complex investment concepts and translate them into easily understandable language and visuals.

Customized services and competitive pricing

Our services are custom tailored to assist you in obtaining appropriate after-tax returns while helping you manage risk. Our fees are both competitive within the industry and low relative to the value added.

Our affiliation with Raymond James

Raymond James, one of the largest independent financial services firms in America, gives us the freedom to offer objective advice based solely on what’s best for our clients. Raymond James also gives us access to its robust resources, cutting-edge technology and sophisticated investment tools and vehicles.