How Raymond James helps us help you

Our affiliation with Raymond James is another important part of how we serve our clients. It is one of the largest independent financial services firms in America and has approximately 8,700 financial advisors and $1.09 trillion* in total client assets.

Raymond James enables us to offer you access to the robust resources and sophisticated products of an international investment services firm while never compromising our ability to focus on what’s most important: offering objective advice and putting your best interests first.

The firm’s corporate culture has always been – and continues to be – grounded in conservative management, high ethical standards, measured growth and a commitment to superior client service.

We are honored to partner with a firm whose founding principles of client first, conservatism, independence and integrity remain refreshingly at the forefront, and we especially appreciate the priority placed on supporting our relationships with our clients.

*As of 9.30.22