Corporate Retirement Plans


Helping you establish and oversee a variety of plans.

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Corporations


Trusted and comprehensive guidance to support your needs and corporate mission.

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Endowments & Foundations


Delivering strategic solutions to support and sustain the mission of your foundation.

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Families


A pragmatic approach to wealth management.

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Family Offices


Sophisticated expertise in planning for today and future generations.

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Healthcare Professionals

Healthcare Professionals


Helping physicians address their unique needs.

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Retirees

Retirees


Nurturing wealth so you can live a longer, better life.

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Sudden Wealth


Confidently manage your new assets with the guidance of our experienced team.

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Eddie Fisher has earned Honorable Mention for Invest in Others for his charitable work with The American Lung Association. Invest in Others is a 501(c)(3) nonprofit dedicated to amplifying, celebrating, and inspiring the charitable work of the financial services community. American Lung Association will receive a $2,000 contribution from Invest in Others in honor of Eddie Fisher’s contributions.

More Detail about Invest in Others:

The Invest in Others Charitable Foundation is a 501(c)(3) nonprofit dedicated to amplifying, celebrating, and inspiring the charitable work of the financial services community.

The Invest in Others Awards program recognizes the charitable work of financial advisors in communities across the country and around the world. There are five award categories that acknowledge the different ways that advisors actively give back to nonprofits: Catalyst, Community Service, Emerging Impact, Lifetime Achievement, and Volunteer of the Year. Recipients will be announced on September 25 at the 19th Annual Invest in Others Awards Gala in Boston, MA. Visit www.investinothers.org/awards to learn more about our Awards Gala.

Invest in Others received hundreds of nominations this year and honorable mentions were selected based on their leadership, dedication, contribution, inspiration, and impact on a nonprofit and the community it.

Invest in Others Award (IiO) (2025), is based on the period from 1/1/2024 to 12/31/2024 and was released on 7/15/2025.  Out of over 465 nominations received, 15 were selected as finalists, 90 were selected as honorable mentions. Neither Raymond James nor any of its advisors pay a fee in exchange for this award. https://bit.ly/40ybccl

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If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.

Andrew Carnegie