Invest with experienced guidance

Times change and priorities shift, but you can count on us to be there for you

At Rodenberg Asset Management of Raymond James, we have a strong connection to Charleston. Our heritage here goes back to a simpler time when corner stores, like our family's grocery, were full of smiling, helpful employees.

Sometimes it's good to see history repeat itself. We still believe in personal service and thoughtful attention to detail as we cross generations and industries to help provide you with the customized financial guidance you deserve.

By spending time with you to truly understand your concerns, goals and aspirations, we can provide a tailored plan designed to help build and transfer wealth, and preserve your assets. All the while, coordinating with your other professional advisors for a truly holistic, long-term financial plan that evolves as your life does.

The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham