What matters most to your family, matters most to ours

The best things in life are the things that endure:
families, friends and financial independence.

What matters most to your family, matters most to ours

Matthew B. Wigren, CFP^®, CIMA^®

Investment Adviser Representative, Financial Advisor Registered Principal, RJFS

Laura N. Christofferson, CFP^®, CDFA™

Investment Adviser Representative Financial Advisor

Operations Manager Investment Adviser Representative

Senior Registered Branch Associate

A knowledgeable team, an enduring legacy.

We’re a family-run practice that brings a distinct perspective to financial planning, one built on decades of acquired knowledge and the innovative approach of a new generation of financial professionals. We are here to build and preserve value for today and generations to come as your lifelong advisor.

What matters most to your family, matters most to ours

Individuals & Families

Individuals & Families

Planning for life so you can live yours.

Niches

Tech Professionals & Executives

Tech Professionals & Executives

Planning specific to those working in tech

Niches

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for and living in retirement.

Niches

Small Business Owners

Small Business Owners

Helping create employee retirement plans.

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Latest News

Getting specific – A working strategy

Getting specific – A working strategy

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

The U.S. economy is on track for a soft landing

The U.S. economy is on track for a soft landing

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

September data seems to show economy rebounding

September data seems to show economy rebounding

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Reduce risk in your hiring process by reimagining it

Reduce risk in your hiring process by reimagining it

Overcome the limitations of interviews and strengthen your support of new hires.

Business Ownership

The great American road trip

The great American road trip

Raymond James CIO Larry Adam notes that even as unexpected detours occur, investors can't lose sight of their long-term goals.

Markets & Investing

Give yourself permission to unplug

Give yourself permission to unplug

4 ways you can ward off relaxation-induced anxiety.

Family & Lifestyle

Federal Reserve rate cut helped propel markets forward

Federal Reserve rate cut helped propel markets forward

The S&P 500 notched its first positive performance in a September since 2019.

Markets & Investing

Ballast of the portfolio

Ballast of the portfolio

Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

Another solid quarter for the equity market

Another solid quarter for the equity market

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Markets are having a sugar rush

Markets are having a sugar rush

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Pay perks: what we can all learn from executive compensation

Pay perks: what we can all learn from executive compensation

Managing earnings tax efficiently may be as important as the compensation package itself.

Tax Planning

Outlining the path ahead for the markets and economy

Outlining the path ahead for the markets and economy

Raymond James CIO Larry Adam hits the road to break down his team's latest outlook.

Economy & Policy

Plan for the future because that’s where you are going to spend the rest of your life.

Mark Twain