Here for you at every turn

Not-for-profit organizations require financial stability supported by a reliable portfolio and consistent returns to fund their mission over the long term. Our team has experience providing values-driven investment models for not-for-profits, endowments, and foundations. Our goal is to take away the stress and unknowns of investing so that your staff can work more efficiently towards furthering your mission.

Services Include:

  • Endowment Management
  • Investment Account Management
  • 403(b)
  • SIMPLE IRA

related resources

Social Security myths and misconceptions

Social Security myths and misconceptions

Learn how to get the most from your hard-earned benefits.
Retirement & Longevity
Protecting your social security payout

Protecting your social security payout

To handle payments for a disabled senior, it's not enough to put powers of attorney, medical directives or guardianship arrangements in place.
Retirement & Longevity
Why contribute to a Roth IRA?

Why contribute to a Roth IRA?

Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Are you and your partner on the same retirement page?

Are you and your partner on the same retirement page?

Many couples don’t agree on when, where or how they’re going to spend their golden years.
Retirement & Longevity
The psychological side of spending your retirement savings

The psychological side of spending your retirement savings

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.
Retirement & Longevity
Could You Thrive in a Niche Retirement Community?

Could You Thrive in a Niche Retirement Community?

Things to consider – and learn – before joining a community with like-minded retirees.
Retirement & Longevity
Always here for you

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.

© 2022 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use