T: 412.391.0377 | TF: 866.691.6178 | F: 412.391.4089

Clarity. Not Complexity.


Investor Access

Mission statement

We exist to create a new standard for helping clients and their families manage their wealth and achieve their financial goals.

Core Values

These core values are at the heart of everything we do and every commitment we make.

Key Focus Areas

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
© Raymond James Financial Services, Inc., member FINRA / SIPC | Privacy Policy

Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC
Investment advisory services offered through Raymond James Financial Service Advisors, Inc. Confluence Financial Partners is not a registered broker/dealer, and is independent of Raymond James Financial Services.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.