Serving you. Well.

You are intimately familiar with your personal or organization’s financial objectives. We are steadfastly dedicated to helping you design strategies to help you reach those objectives and more. Together, we are robustly capable of meeting the challenges you face and making progress toward your end goals. As your partner, we offer customized solutions and objective advice well-suited to your needs. Our consultative approach is personal and distinctive to your mission and objectives. In short, our focus is – and always will be – on you.

The Keogh Financial Group of Raymond James & Associates, Inc. provides independent consulting services designed to help companies and individuals achieve their financial and retirement planning objectives. We are accustomed to working with our clients’ other professional advisors, including attorneys and CPAs. We are highly experienced and committed to quality and integrity in everything we do, and firmly believe that our own success is measured by our clients’ success.

Our value proposition is simple. We will help you choose a financial solution that is in your best financial interest and provide the ongoing assistance you need to achieve your goals. We will be a true partner – committed, accountable and there for the long haul.

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.


By sowing frugality we reap liberty, a golden harvest.
Agesilaus