Handler Investment Consulting Group of Raymond James
Our Firm in the Press

The PLANADVISER Top 100 Advisers

FEATURED IN
Forbes Magazine
Helping Plan Participants Retire With Dignity

— Read the Article —

Top Financial Advisers 2016

Retirement Plan Adviser Large Team of the Year Finalist

A financial partner for affluent individuals

We help corporate executives, professionals and business owners and affluent families address the financial issues they encounter, from college planning to retirement planning.

Our mission is to serve as your financial advisor for life, handling all matters related to managing and preserving your wealth and building your legacy – so you are free to focus on the people and priorities in your life.

We often find that wealth is concentrated in a single stock, received through inheritance or a successful business career. We have strategies designed to hedge, monetize, diversify or transfer, while mitigating tax implications. Another risk to wealth is the erosion of investment gains due to taxes. Our knowledge of tax-advantaged investments and the tax impact of individual transactions can help you keep more of what you earn.

In addition, many clients we serve are highly interested in leaving a legacy. We can help you create a charitable giving plan that not only helps the organizations you’re passionate about, but also has the potential to generate personal tax benefits and further your overall wealth management plan.

We have expertise in addressing all of these important issues – and can help you manage and preserve your wealth today – and for future generations.

Contact our Office

9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions  

The PLANADVISER Top 100 Advisers is an annual listing of the retirement plan advisers and adviser teams that stand out in the industry in terms of a series of quantitative measures such as qualified plan assets under advisement (AUA) as well as the number of plans under advisement. We also call attention to those who have more than 20% of their practice focused on 403(b) plans, 457 plans, defined benefit (DB) plans or nonqualified plans.

Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.

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 our office for information and availability. © Raymond James & Associates, Inc., member New York Stock Exchange / SIPC | Privacy Policy