We may have a new name, but to the individuals and families we serve, we’re old friends – committed, caring advisors they can count on to manage their wealth and provide thoughtful guidance for every essential financial matter.
Along with our newly minted name is our team’s new alignment with Raymond James, one of the largest independent financial services firms in America. Founded in 1962 and a public company since 1983, Raymond James has always been a different kind of company.
Unlike competitive firms that are a bank first and foremost, most of Raymond James’ business is exactly what we do – financial planning for families and individuals. Its unique culture of independence gives us complete freedom to offer our objective, unbiased advice.
So if you seek seasoned financial guidance from experienced advisors devoted to building loyal, long-term client relationships, remember our name. We’ll certainly remember yours.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.