Finding the right advisory team to serve as your trusted partner is essential for your financial independence and well-being. These are the distinctions we believe set us apart and make us stand out from the average advisory firm.
Our mission is to help the individuals and families we serve build the future they envision through a comprehensive approach to financial planning. Caring for our clients in a highly personal and attentive manner, looking out for their best interest, putting their needs first, offering them the services, strategies and guidance to help them pursue their goals and achieve financial well-being – that is what drives us on a daily basis.
As a family team, we treat each client as a member of our own family. When we meet to discuss their investment portfolios, the conversations often center around their personal lives. In many of our client relationships, we serve generations of the same family.
We go beyond just managing our clients’ investment portfolios to provide holistic financial planning advice that encompasses all of their financial matters, such as retirement planning, college planning for their children or grandchildren, managing debt and cash flow, and providing advice on any major purchase.
We work with each client to prioritize and pursue their important life goals. Goal Planning & Monitoring is proprietary planning software from Raymond James that can help align financial decisions with your vision of retirement and other highly personalized goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.
Julie Sevelius was an officer in the U.S. Army and understands the importance of maintaining integrity in her relationships with her clients and discipline in the way she manages her practice. It is these qualities that have allowed her to earn and maintain a high level of loyalty and trust among her clients.
“Setting goals is the first step in turning the invisible into the visible.”