Helping clients
manage their success

The clients we serve represent a diverse group of people and organizations. They include individuals nearing and in retirement, business owners and their families, college coaches, foundations and endowments, and 401(k) plan sponsors. Most are in the Mid-South, ranging from Missouri and Arkansas to Oklahoma and Texas.

One commonality we notice is that even though they have significant assets, they still want to take every step and precaution to help ensure that they will have a steady stream of retirement income, that measures are taken to help preserve their principal, and that they can comfortably enjoy a well-earned retirement.

We are here to serve them by helping bring clarity and order to their financial lives, offering prudent resolutions to the financial issues they face and being responsible stewards of their wealth.

In order to provide the level of service our clients deserve, we maintain minimum thresholds for new clients. While we have stated minimums, we are flexible. Please contact us regarding your specific situation.


6501 Phoenix Avenue | Fort Smith, AR 72903 | T 479.494.3880 | F 479.452.1951 | Map and Directions

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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