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^®

Certified Financial Planner™ Investment Advisor Representative, Registered Principal, RJFS

Laura N. Christofferson, CFP^® CDFA™

Certified Financial Planner™ Investment Advisor Representative

Scott A. Wigren, CFP®

Certified Financial Planner™ Investment Advisor Representative

Registered Sales Assistant

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

Pre-Retirees & Retirees

Pre-Retirees & Retirees

Preparing for and living in retirement.

Niches

Small Business Owners

Small Business Owners

Helping create employee retirement plans.

Niches

Latest News

Debunking Social Security Myths [INFOGRAPHIC]

Debunking Social Security Myths [INFOGRAPHIC]

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.

Retirement & Longevity

Step 1: Identify Your Objectives

Step 1: Identify Your Objectives

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

Markets & Investing

COVID-19 360: Webinar Replay

COVID-19 360: Webinar Replay

Chief Investment Office Larry Adam and other Raymond James investment thought leaders hosted an informational event discussing the impact of the coronavirus on the markets.

Markets & Investing

June Employment Report (and other recent data)

June Employment Report (and other recent data)

Chief Economist Scott Brown discusses current economic conditions.

Economy & Policy

Weekly Market Guide

Weekly Market Guide

Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio & Technical Strategy.

Markets & Investing

Weekly Market Snapshot

Weekly Market Snapshot

Chief Economist Scott Brown discusses the latest market data.

Economy & Policy

Companies’ Growing Focus on ESG Issues Is Shaping Our Future

Companies’ Growing Focus on ESG Issues Is Shaping Our Future

From innovative, water-saving products to energy-efficient buildings, a focus on sustainability is creating ripples of change across industries worldwide.

Lifestyle & Technology // Markets & Investing

Snapshots of Sustainability

Snapshots of Sustainability

Here's a look at ESG innovation across a few select industries.

Lifestyle & Technology // Markets & Investing

Sustainability’s Imprint on the Business World

Sustainability’s Imprint on the Business World

As investors and consumers seek sustainability, companies transform their approach to solving some of the world’s biggest challenges.

Markets & Investing

Mixed Results in June; Tech Stocks Continue to Outperform

Mixed Results in June; Tech Stocks Continue to Outperform

As states ease their COVID-19 lockdown measures, rising case numbers have put pressure on equity markets.

Markets & Investing

Food and Beverage Companies Plant Seeds of Sustainability

Food and Beverage Companies Plant Seeds of Sustainability

From farm to fork, the industry is innovating and streamlining to feed more while reducing greenhouse gas emissions.

Lifestyle & Technology // Markets & Investing

Transportation’s Evolution, From Electric Buses to Hyperloop

Transportation’s Evolution, From Electric Buses to Hyperloop

Planes, trains, cargo ships and autos are getting high-tech help in easing off the fuel pedal.

Lifestyle & Technology // Markets & Investing

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

Mark Twain