Bahr Advisory Servicesof Raymond James

Our Process

  • The process begins with interviewing you to clearly understand your goals and family situation.
  • That leads to creating a formal Financial Plan that is focused on those goals and family concerns.
  • Included in creating your Financial Plan is helping you select the best asset mix for your investment portfolio.
  • We will make certain you fully understand our fee structure.
  • When it becomes time to go over your Financial Plan and set of recommendations, all of your documents are returned in a convenient, loose-leaf Financial Organizer.
  • Finally, it will be important to understand that the Financial Advisory Process does not end with a Financial Plan and Organizer. In the weeks and months to come, you will be contacted by phone and in person to...
    • Continue coordinating your investment decisions.
    • Bring in experts to help with specialized financial areas.
    • Notify you about upcoming tax and other changes that will impact your investment portfolio.

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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.

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Financial Advisor Image
John Bahr, WMS Branch Manager
1380 Environ Way
Chapel Hill, NC 27517
Phone: 919-918-4880
Fax: 866-522-9693
Toll-Free: 888-228-0931
Cell: 919-414-9092
Contact Us