Mission Statement

We are an independent financial planning group established in Wilmington, Delaware. Our mission is to provide clients with the knowledge and expertise they need to make educated financial decisions. In order to accomplish this, we combine our experience in the financial services industry with quality investment alternatives and the latest information and technology available.

With over 60 years of combined industry experience, our team of investment professionals strives to present information in a straightforward, understandable manner so that together with our clients, we can determine the most appropriate options available for their portfolios.

Recognizing the benefits of well-informed investors, we are committed to educating our clients about the complexities of investing, while encouraging reasonable expectations of investment returns. We constantly monitor changes in both the market place and in our client’s needs, making adjustments as needed. We focus on each client's complete financial picture, from planning for retirement to passing assets on to heirs.

It would be our privilege to have the opportunity to do the same for you and your family.

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights

200 Bellevue Parkway
Suite 425
WilmingtonDE 19809
Phone: 302-798-9113
Fax: 302-798-9165
Toll-Free: 800-225-8043
Contact Us

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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