THE DIFFERENCE is in the details
We know that finding just the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. That’s why we work so hard at being that team, by working diligently over the years to amass the many people, services and capabilities it takes to serve you in the highest order. Here are the things we believe make us different – and can help us make a difference in your life.
- Our industry experience and professional designations
- Real-world experience working with businesspeople and medical professionals
- Holistic financial planning that goes beyond investments
- A structured process for goal-based planning
- Our coordination with other professionals
- A commitment to an exceptional client experience
- Experienced consultants for company retirement plans
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.
Raymond James does not provide tax or accounting services. You should discuss any tax or legal matters with the appropriate professional.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 21,138 advisors nominated by their firms, 2,213 received the award. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.
“Whatever you are, be a good one.”