Led by Brent Mekosh, Mekosh Financial Services and Raymond James provides clients with the security of an established institution and the personal attention of a boutique wealth management firm.

We build lasting and personal relationships with our clients as we develop a systematic plan for your financial future. As your goals, dreams, and aspirations change over time, we will adapt your financial plan to recognize and benefit from the dynamic flow of capital around the world. We will diligently seek opportunities across the globe to provide the best opportunity for our clients to prosper - in any market environment.

Our goal is to simplify your financial life. We focus our broad, distinctive experience with the goal of managing your wealth as successfully as you have been in building it. Our clients are our main focus. Everything we do is driven by this idea.

Our Promise

At Mekosh Financial Services and Raymond James, we promise to achieve a deep understanding of our client's unique financial objectives through regular and frequent communication. We commit ourselves to realizing our client's financial goals through providing an institutional strength, open-architecture, global investment platform. Within this platform, we will use a disciplined, process-driven approach to initiate and maintain a proper balance between wealth preservation and capital appreciation. We are responsible for instituting a customized plan that participates in performance among multiple asset classes. To execute our plan, we will build a talented and experienced team of partners and a plan designed to achieve our client's overall vision and long-term goals.