Finding the right person to serve as your trusted partner is essential for your financial independence and well-being. These are the distinctions I believe set me apart and make me stand out from the average industry advisors.
My mission is to help the individuals and families I serve build a legacy of wealth and create the future they envision through a comprehensive approach to financial planning. Caring for my clients in a highly personal and attentive manner, I always look out for their best interest, putting their needs first, offering them the services, strategies and guidance to help them pursue their goals and achieve financial well-being – that is what drives me on a daily basis.
I approach each financial plan with knowledge, care and discipline. When we meet to discuss your investment portfolio, our conversations center around what is most important to you and your family. My client relationships are long term. I serve generations of the same family.
I go beyond just managing my clients’ investment portfolios to provide holistic financial planning advice that encompasses all of their financial matters, such as retirement planning, estate planning, college planning for their children or grandchildren, philanthropic giving, managing debt and cash flow, lending and providing advice on any major purchase.
I work with each client to prioritize and pursue their important life goals. Goal Planning & Monitoring is proprietary planning software from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.
Julie Sevelius graduated from the United States Military Academy and served as an officer in the U.S. Army. She understands the importance of maintaining integrity in the relationships with her clients and demonstrates the utmost discipline in the way she manages her practice. It is these qualities that have allowed her to earn and maintain a high level of loyalty and trust among her clients while successfully meeting their goals.
“Setting goals is the first step in turning the invisible into the visible.”