At Palm Avenue Wealth Advisory Group of Raymond James, we know your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. With over 125 years of combined experience, we work with families in Sarasota, Florida, and across the country to provide personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that makes the most sense for you. We’ll also be there to help you pursue your personal financial goals throughout your life, from planning for your retirement to navigating longevity and providing guardianship services.

Longevity Planning


A plan designed to stand the test of time.

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Financial Planning


Charting a course to the future you envision.

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Guardianship Services


Assistance with the financial aspects of guardianship.

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Healthcare Professionals


Helping physicians address their unique needs.

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Retirees


Nurturing wealth so you can live a longer, better life.

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Women Investors


Understanding the challenges women face and how to help.

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Glass building reflection

If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes.

Andrew Carnegie