Planning tomorrow one conversation at a time

You don’t make decisions lightly - and neither do we.

As a team, we believe financial guidance should start with listening, not rushing. By understanding what matters most to you, we offer thoughtful, measured advice guided by experience and care.

Our goal is simple: to be a trusted partner you can rely on, so you can move forward with clarity and confidence, knowing you’re supported every step of the way.

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.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

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.

Get to know Our Team

Phillip Poitevint Headshot
Phillip Poitevint, CFP®, AAMS®
Financial Advisor, RJFS Owner, Poitevint Financial
Tammy Gaddes Headshot
Tammy Gaddes, AAMS®
Financial Planner
Heather Lee Headshot
Heather Lee
Client Services Representative
Drew Bishop Headshot
Drew Bishop
Branch Operations Coordinator
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Gypsy Poitevint
Chief Morale Officer

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Raymond James Chief Economist Eugenio J. Alemán discusses current economic conditions.
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Economy & Policy
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing
Different giving goals require different giving vehicles. Explore two charitable choices and how each could suit your philanthropy strategy.
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Estate & Giving
Starting a business in retirement.
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Retirement & Longevity
Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.
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Markets & Investing
Buying is out. Borrowing is in.
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Family & Lifestyle
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The future at your fingertips

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Poitevint Financial, Inc. is not a registered broker/dealer and is independent of Raymond James Financial Services.

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