Strategic financial guidance where business and life meet

When you set out to build a business, you put your ideas, your capital and yourself on the line. Sacrifices are made. Time spent is always at a premium. Commonly, while the business is thriving, owners’ personal long-term financial plans get put aside.

At Elm Wealth Management Group of Raymond James, we can give your personal goals the attention you give your business. And when it’s time to take your next steps – for yourself or your enterprise – you’ll have our experience and resources by your side.

Michael J. Martin
Michael J. Martin, CEPA®
Private Wealth Advisor Senior Vice President, Managing Director
Christopher M. Lussier
Christopher M. Lussier, CFP®, ChFC®, CPFA®, CEPA
Director First Vice President, Wealth Management
Scott Louder
Scott M. Louder, CRPC™
Vice President, Wealth Management
Daniel (Dan) Martin
Daniel “Dan” Martin, AAMS®, CEPA®
Financial Advisor
Diana Correa
Diana Correa
Practice Business Manager
Nancy Jones
Nancy Jones
Registered Practice Coordinator
Nancy Martin
Nancy Martin
Senior Client Service Associate
Confident team leader leading a discussion in a modern office

Personalized Guidance

Your goals, your life, your values and your concerns are unique to you. We believe your financial plan should be, as well – and should be guided by a partner dedicated to your long-term well-being.
Construction workers and engineers are working efficiently inside a large metal-pipe

Business Value Creation

We help owners pursue the next level of business value, bringing specialized resources and experience to support growth, expansion and succession while pursuing your personal objectives.
A man sailing a beautiful yacht on the open ocean

Private Wealth Planning

When it comes to wealth, success creates complexity. We can help you bring your financial and familial concerns into alignment with your long-term goals and personal circumstances.
The ELM Tree symbolizes foundational strength, flexibility for your life’s changes and the ability to be shaped into your individual needs.

Wood from an ELM Tree withstands harsh conditions very well. This meant it was a popular choice for the building of boat and barge hulls, bridge foundations, and even cartwheels. ELM was often a favored choice as it makes a strong foundation, often has a natural bend already in the wood, and it could easily be heated, bent and set to the required shape.

At ELM Wealth Management, we help you build a plan with a strong foundation, flexibility to meet life’s changes and challenges, it is sturdy enough to support you through it all, and can be formed towards your individual needs.