Effective strategies for powerful businesses and institutions

An organization as selective as yours requires a wealth advisory firm matched in stature. One that understands success means thoughtful accountability for each decision you make. When working with a financial partner to help manage your capital, only the most responsible and objective guide will do. Beyond our global resources and unfettered access to sophisticated strategies is a trusted team who can help propel your business forward. We provide experience and dedication to your needs so you can continue doing great things with your mission in mind.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Alternative Investments

Having alternatives means having the options you need to fit your ever-evolving needs. We believe diversification across a broad spectrum of asset classes is the best way to help our clients meet their long-term objectives, balancing risk and return.

Investment Management

As your dedicated financial guide, we carefully develop an investment strategy for you based on your unique goals and needs using institutional-quality portfolio options. Managed by a seasoned team of professional investment managers, Raymond James Freedom portfolios employ a disciplined, systematic process to manage risk and return – all backed by award-winning research and due diligence.

Portfolio Management

As your trusted partner, we help you pursue your goals by constructing, managing and monitoring a broadly diversified portfolio that is fully customized to suit your needs. Through clear communication, we help you understand what you own and why, placing your best interests above all else.

Get to know Our Team

George Buxton
George Buxton
Managing Director

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Raymond James CIO Larry Adam and team highlight the bill's key provisions and review what it means for the US economy.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
The new legislation likely has implications for all federal tax-filers in the United States.
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Tax Planning

Set them up for professional – and personal – success. 

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Business Ownership
This personalized approach offers increased flexibility for sophisticated investors.
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Markets & Investing
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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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