Skip to content
twitterfacebook
  • T: 765.662.2114
  • F: 765.664.2741
  • TF: 800.382.0159
Feel free to reach out.
  • Home
  • About the Team
    • About the Team
    • Marc E. Schultz
    • Cory M. Powell
    • Geanine Niverson
    • Leslie Linn
    • About Raymond James
  • Process
  • Services
    • Services
    • Asset Allocation
    • Estate Planning
    • Financial Planning
    • Retirement Planning
    • College Planning
  • Our Clients
    • Our Clients
    • Affluent Individuals
    • Businesses
    • Not-for-Profits
    • Retirees
  • News
  • Resources
    • Resources
    • Worthwhile
  • Contact Us
  • Client Access
    • Client Access
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Back Nine Wealth Management Group
    1800 N Wabash Rd Ste 103 Marion, IN 46952-1300 T: 765.662.2114 F: 765.664.2741 TF: 800.382.0159
    Map and Directions Map and Directions
Back Nine Wealth Management Group logoBack Nine Wealth Management Group logo

Pragmatic Wealth Management for Affluent Individuals

Your time has been spent building your career, accumulating wealth, and, for many, raising a family. But it’s also the time you should be thinking about your financial future, strategically planning for the years ahead when you may need to pay for college educations or finance your retirement. Our financial planning team covers a broad array of services and expertise to help you create a comprehensive, holistic financial plan that takes into account your assets, liabilities, savings, taxes, estate planning and charitable giving needs.

Services Include

  • Wealth & Investment Management
  • Banking & Lending Solutions 1
  • Insurance & Annuities  2
  • Legacy Planning  
  • Wealth Transfer 
  • Risk Management 

1Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc. Raymond James Financial Services, Inc. Raymond James & Associates, Inc., Raymond James Financial Services, Inc., and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be put into contact with a Raymond James Bank employee for your residential mortgage needs.

2Insurance and annuities offered through Raymond James Insurance Group. Raymond James & Associates, Inc., and Raymond James Financial Services, Inc. are affiliated with Raymond James Insurance Group.

Raymond James and its advisors do not offer tax advice. You should discuss any tax matters with the appropriate professional.

related resources

Which education expenses are considered qualified?

Which education expenses are considered qualified?

Learn more about what the savings in a 529 plan can help pay for.

Family & Lifestyle
Leaving Money to Your Kids? Consider These Inheritance Tips

Leaving Money to Your Kids? Consider These Inheritance Tips

How to have a valuable family conversation about your estate.

Estate & Giving

Preserving Wealth Across Generations

07/24/2018
Wealth’s complexities merit reflection and thoughtful dialogue. P...

Family and Lifestyle
Home Budget Analysis

Home Budget Analysis

Managing your monthly budget can be difficult and frustrating. On...

Personal Finance
Mortgage: Adjustable vs. Fixed Rates Comparison

Mortgage: Adjustable vs. Fixed Rates Comparison

Use this calculator to compare a fixed-rate mortgage to two types...

Loans
Mortgage: 15 vs. 30-Year Comparison

Mortgage: 15 vs. 30-Year Comparison

Determining which mortgage term is right for you can be a challen...

Loans
Always here for you
Back Nine Wealth Management Group logoBack Nine Wealth Management Group logo
  • Back Nine Wealth Management Group 1800 N Wabash Rd Ste 103 Marion, IN 46952-1300
  • T 765.662.2114
  • F 765.664.2741
  • TF 800.382.0159
  • Map & Directions
  • Map & Directions
twitterfacebook

 

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 our office for information and availability.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2023 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use