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.

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.

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.

Investment Strategies

Portfolio Management

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.

Risk Management

Get to know Our Team

David Rodenberg
Senior Vice President, Investments

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

Getting specific – A working strategy

10/07/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

The U.S. economy is on track for a soft landing

10/04/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

September data seems to show economy rebounding

10/04/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

Reduce risk in your hiring process by reimagining it

Overcome the limitations of interviews and strengthen your support of new hires.
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Business Ownership

The great American road trip

10/01/2024
Raymond James CIO Larry Adam notes that even as unexpected detours occur, investors can't lose sight of their long-term goals.
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Markets & Investing

Give yourself permission to unplug

4 ways you can ward off relaxation-induced anxiety.
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Family & Lifestyle
Background Rotating Sphere Pattern

The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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