The families and individuals we serve
Our clients have many different career paths and pursue many unique goals, but they have a lot in common, too.
They work hard and want to provide well for their families
They have a strong work ethic and live within their means. They know the value of hard work – and they appreciate ours.
They value commitment
Our clients build long-standing relationships and like having an advisory team that is as committed to their futures as they are.
They see the wisdom in taking the long view
They are not just planning for next week, next year or the next big goal, but for a lifetime.
They are a lot like you
If you see yourself in our clients, we might be the right fit for you and your financial objectives. Our clients are also a reflection of us – dedicated, goal-driven and committed to living purposeful lives.
Back to the drawing board
02/03/2023
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy
Will spring see the end of the Fed’s tightening cycle?
02/03/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
Weekly market guide
02/03/2023
Review the latest portfolio strategy commentary from Mike Gibbs, managing director of Equity Portfolio and Technical Strategy.
Markets & Investing
Federal Reserve announces 25 basis point increase
02/01/2023
The pace of interest rate adjustments is slowing, but the Fed remains hawkish on curbing inflation.
Markets & Investing
Don’t allow boredom in retirement to get the best of you
When you bid your 9-to-5 adieu, how do you plan to spend your time?
Retirement & Longevity
Global equity markets begin 2023 on an upbeat note
01/31/2023
Investors experienced a respite from the volatility that consumed 2022.
Markets & Investing
The three T's of effective trustees
Here’s how to choose a trustee that’s up to the important task at hand.
Estate & Giving
Finding value across the curve
01/30/2023
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
Earnings season takes center stage
01/27/2023
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
- Cooper Financial Group of Raymond James: 1671 Jefferson Davis Hwy Ste 101 Fredericksburg, VA 22401-4668
- T: 540.710.6782
- F: 866.597.3451
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