A Commitment to Professionalism

We believe education is invaluable to making sound financial decisions – both for you, the investor, and for us as your advisor. As we keep up with the nuances of fiduciary practices and retirement plan governance, we have sought out opportunities to continually hone our skills, keep up with the evolving financial services industry and learn new and better ways to serve your needs. When you work with us, you can be confident you’ll receive the personalized service you’ve come to expect, backed by the knowledgeable guidance of renowned industry organizations.

  • An Accredited Investment Fiduciary® has expertise in investment fiduciary standards of care. They have extensive knowledge in key areas such as plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues.

    Accredited Investment Fiduciary® designees can demonstrate that they have met educational, competence, conduct and ethical standards to serve the best interests of their clients and carry out a fiduciary standard of care throughout the financial planning engagement.

  • Individuals certified by CFP Board have taken the extra step to demonstrate their professionalism by voluntarily submitting to the rigorous CFP® certification process that includes demanding education, examination, experience and ethical requirements. These standards are called “the four E’s,” and they are four important reasons why the financial planning practitioner you select should display the CFP® certification marks.

    When selecting a financial planner, you need to feel confident that the person you choose to help you plan for your future is competent and ethical. The CFP® certification helps provides that sense of security by allowing only those who meet the requirements the right to use the CFP® certification marks.

    Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

  • A CPFA® is a financial professional who demonstrates expertise and experience working with retirement plans, including 401(k)s, 403(b)s and other defined contribution plans. The designation is issued by the National Association of Plan Advisors (NAPA). Advisors who earn their CPFA® demonstrate the expertise required to act as a plan fiduciary or help plan fiduciaries manage their roles and responsibilities. They spend time during their certification learning about fiduciary duty for retirement plans, and they can be a valuable resource to clients, recommending the appropriate solutions and resources for addressing retirement questions.

  • RIAC is a dedicated group of financial advisors who establish and uphold a fiduciary standard of care for serving both retirement plans and plan sponsors, as well as foundations, endowments and other nonprofit institutions. RIAC advisors consult nationwide and make retirement plans and other nonprofit clients their primary focus, which accounts for less than 1% of all Raymond James advisors. RIAC adheres to fiduciary best practices as outlined under ERISA for the qualified plan industry and UPMIFA for the institutional sector in order to help fiduciaries meet their obligations to their participants and organizations.

    Raymond James’ Retirement Plan & Institutional Advisory Council membership is based on assets under management, number of qualified group retirement plans, designations obtained, and compliance record. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership. Requalification is not required.

  • A CRPC™ is a financial professional who specializes in guiding individuals through the complexities of retirement planning, both before and after retirement. The designation is awarded by the College for Financial Planning™ and reflects a deep understanding of the full retirement planning process—from accumulation to distribution.

    Individuals who earn the CRPC™ designation demonstrate expertise in addressing the unique financial needs of retirees and those approaching retirement. The curriculum covers 12 comprehensive topic areas, including retirement income strategies, asset management, estate planning, and identifying appropriate investment solutions tailored to lifestyle goals. Through real-world scenarios and structured learning, CRPC™ professionals gain practical tools to help clients navigate retirement with confidence.

    This designation signals a commitment to building trust and delivering personalized retirement guidance. CRPC™ holders are equipped to serve as valuable resources for clients seeking clarity, security, and long-term planning support during one of life’s most critical transitions.

  • A CRPS® is a financial professional who specializes in designing, implementing, and managing retirement plans for businesses of all sizes. The designation is awarded by the College for Financial Planning® and reflects advanced knowledge in corporate retirement plan administration.

    Advisors who earn the CRPS® designation demonstrate expertise in navigating the evolving landscape of retirement plan options and tax regulations. The graduate-level curriculum equips professionals with the skills to recommend tailored plan structures, ensure regulatory compliance, and oversee the ongoing administration of employer-sponsored retirement plans such as 401(k)s, profit-sharing plans, and other defined contribution arrangements.

    CRPS® holders serve as trusted partners to business owners and HR teams, helping them create retirement solutions that align with organizational goals and employee needs. Their specialized training makes them valuable resources in an increasingly complex retirement planning environment.