Our customized strategies, objective advice, and high level of experience and service come together to create the comprehensive, innovative experience you can expect as our client. We believe it all contributes to a professional level of excellence hard to replicate anyplace else.
Customized strategies for your specific objectives
Your needs are of paramount importance and consequence. This is definitely not the time for some cookie-cutter solution. We customize the guidance and strategies we offer to each client we serve – whatever you need to accomplish your specific objectives.
Objective advice that is straightforward and unbiased
We are committed to meeting all of our clients’ goals and objectives in an unbiased manner. Our focus is finding or designing the optimal strategy to meet our clients’ needs and pursue their objectives. We are under no obligation or pressure to sell proprietary products. Our sole guideline is doing what is in your best interest and right for you.
Client service at an exemplary level
We are always dialed in to the financial issues at hand, proactive in our approach, and committed to building highly professional, yet deeply personal relationships with our clients. In our view, exemplary client service is one of the important factors that sets us apart. To us, it’s simply what it takes to do the job right and meet our responsibilities for serving as vigilant stewards of your assets.
9595 Wilshire Blvd. // Suite 300 // Beverly Hills, CA 90212 // T 310.285.4503 // TF 844.234.4015 // F 310.285.4545 // Map and Directions 
The "PLANADVISER Top 100 Retirement Plan Advisers" list is compiled from responses to the PLANADVISER Retirement Plan Adviser Survey. The list is drawn solely from a set of quantitative variables and information in the survey supplied by the advisers themselves. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. A subsegment of the questions was used to determine eligibility for the Top 100. Categories in which advisers compete are determined by the number of advisers and the number of total employees (including support staff). We highlight the quantitative standouts according to the dollar value of qualified plan AUA as well as the number of plans under advisement. The award is not representative of any one client's experience, and is not an endorsement, and is not indicative of advisor's future performance. Raymond James is not affiliated with the Financial Times. Individuals had to have 65 or more plans or at least $500 million in AUA; teams needed to advise at least $1.5 billion in assets or a minimum of 125 plans; and multi-office teams needed to oversee $2.5 billion in plan assets or 200 or more plans.
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