Pursuing your financial goals with experienced guidance
We are proud to have built a highly responsive, high-touch practice that seeks to manage and preserve our client’s wealth and help them leave a legacy for future generations.
Watch our video about our transition to Raymond James
Services we offer
Education Planning
How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.
Financial Planning
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
Retirement Planning
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
News & resources
![Visualize your future [VIDEO]](/-/media/rj/common/resources/goal-planning/new-visualize-your-future.jpg)
Visualize your future [VIDEO]

A volatile year with a silver lining

When would it be ok to start cutting rates, and by how much?

Recapping November’s key market events

Why do the wealthy borrow? Sometimes, debt makes sense

Equities rebound in November, ending a three-month slide

Never stop earning

Understanding long-term care

Understanding the difference between long-term care and long-term disability

Bond market perspective
An elevated advisory experience
- Osterbur Patel Wealth Management of Raymond James
- 505 W University Ave Suite 224 Champaign, IL 61820-3915
- T 217.866.9165
- TF 888.723.8452
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