The Marchand Advisory Group of Raymond James is dedicated to the success of our clients through quality planning and thoughtful advice. As independent financial advisors, we can offer you a personalized investment strategy, not a generic investment plan tied to a specific product or company. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals.
We focus on each client’s complete financial picture, from building a nest egg to passing assets on to heirs. Depending on your priorities, your customized plan could include investment solutions to address:
Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.