AN EXPERIENCED TEAM serving you

We find great fulfillment in building trusted client relationships with the individuals and families we serve throughout Chattanooga and across the country. Knowing that trust is something that is earned, we are humbled that our clients have come to count on us for sophisticated and comprehensive financial counsel on every money-related matter in their lives.

Our traditional values of being courteous and acting with integrity meld with our modern approach that makes use of the latest wealth management tools and technologies. We are proud to offer sound financial strategies and solutions to help our clients manage and preserve their assets, mitigate their tax burdens and meet their significant financial benchmarks and goals.

Raymond James does not provide tax or accounting services.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


“Integrity is doing the right thing, even when no one is watching.”

C.S. Lewis