Conservative, pragmatic and proud of the way we do business
Local Values Global Resources
Our practice is built entirely around you, the client. We genuinely care about our clients and value the relationships we build with them over time. Our guiding core values are a genuine care for others, integrity, striving for excellence and always putting the client first. We believe that in doing what’s right for clients, we will help them achieve success while also realizing our own.
As an independent team of advisors we have the freedom to offer advice based solely on our clients’ best interests. And because we are affiliated with Raymond James, one of the leading independent financial services firms in the United States, we have access to world-class resources to help with even the most complex planning needs. Raymond James strives to be at the forefront of technology in our industry, which allows our clients to invest wherever they are and however they prefer, even online or from a mobile device.
Our team has over 70 years combined experience and is committed to delivering personalized service that exceeds expectations. Over the years we have built a referral network of trusted, local professionals that act as a resource in different areas of our clients’ lives. We place a heavy emphasis on regular and proactive communication. Our purpose in this process is to be a trusted partner so that our clients can have confidence in their financial future and focus their lives on what’s most important to them.
Please keep in mind that diversification and asset allocation do not ensure a profit or protect against a loss.