Wilmarth Financial Planning Group
of Raymond James & Associates, Inc.
Member New York Stock Exchange/SIPC

 

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As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio, encompassing not only specific investments, but including all the additional knowledge for comprehensive wealth management for your life will be based on your unique situation, your attitudes and preferences, and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life. By following your customized Client Engagement Road Map, we jointly work through all areas of Wealth Management, ensuring we welcome the changes life brings, while staying on track for success.

Our approach to investing is straightforward: Building the future you desire is our focus. As we work together, you'll be fully comfortable with all aspects of your investment program through thorough explanation of the investment strategies recommended. Every decision jointly made, will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, goal- based reporting, individualized planning, sound risk management, quality investment products, and personal, efficient service. Success is achieved by navigating through Bear markets and positioning for the Bull markets. Sound and seasoned, our Wealth Management strategies will get you there.

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

202 N. Harbor City Blvd.
Suite 200
Melbourne, FL 32935
Phone: 321-253-7900
Fax: 866-522-9580
Toll-Free: 800-838-4488
Direct: 321-253-7911
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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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