We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

"Conservative management has always been the hallmark of sound investing."

We're The Roney Group of Raymond James & Associates, a professional financial services firm for people on the move, like you. Whether it's financial, tax, estate or philanthropic planning, we're focused on listening to your needs and developing a strategy that fits with your timeline, risk level and vision. No matter your reason for investing, our job is to help you "get there" wherever your "there" may be.




Long Term Care