Why Are We Not On Wall Street?

We are devoted to serving your best interest, not the profit driven mandate of some Wall Street wirehouse. We are not interested in participating in a product driven culture, but in delivering objective and well-reasoned advice and guidance to our clients. This shared ideology is why we have chosen to affiliate with Raymond James.

Because bigger is not always better

Having worked for over 20 years with the major Wall Street firms, we ultimately realized that bigger is not always better. At Raymond James, we have found a culture we thought was forever lost years ago; a partnership between the advisor and the firm and a genuine appreciation for the client-advisor relationship. Rather than focusing solely on return on investment by way of expense management, controls and products, Raymond James believes services and support leads to greater growth and profitability all around. When we learned that several senior executives at the firm still manage clients – and consequently understand our issues and concerns, it gave us additional reassurance that Raymond James will be a supportive and resourceful partner for our team.

Because Raymond James has a client-centric focus

We chose to affiliate with Raymond James after doing due diligence on dozens of firms. You may not be familiar with the Raymond James name, but we believe the more you learn about the company, the more you will like.

Raymond James has quietly become one of the largest independent financial services firms in America.

The firm serves in excess of 3 million client accounts with assets of approximately $625 billion. Public since 1983, the company has been listed on the New York Stock Exchange since 1986. The firm’s unique culture of independence gives us complete freedom to offer objective advice in the best interest of our clients without any pressure to push proprietary investment products. Its clientcentric focus is culturally a good fit for us. We are supported in a way that we like to be so we can deliver a better holistic approach to you, our client.

We view our clients as valued relationships, working closely together to develop a financial plan to meet their needs, rather than as a transactional account. We are not the advisor to work with if you simply want to buy and sell securities.

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