Wealth strategies custom-made for you

“It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.”
– Robert Kiyosaki

Michael Rodenbaugh
Michael A. Rodenbaugh, CFP®, CEPA®, CIMA®
First Vice President, Wealth Management Wealth Advisor
Qlirim Dauti
Qlirim Dauti, CFP®, CEPA®
Associate Vice President, Investments Financial Advisor
Melinda Martinez
Melinda G. Martinez, MA
Senior Practice Marketing Associate
Ashley Thompson
Ashley Thompson
Client Service Associate
Mellinda Perkins
Mellinda Perkins
Senior Client Service Associate
Trevor Pennington Bio Image
Trevor Pennington
Client Service Associate

The wisdom of experience

In a world of uninspired customer service, our team prides itself on a highly responsive service model to better serve our clients.

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The CFP®, CEPA®, & CIMA® Advantage

Michael Rodenbaugh holds the professional designations of Certified Financial Planner™ professional, Certified Exit Planning Advisor, and Certified Investment Management Analyst® to serve the complex needs of his clients.
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Thinking beyond The stock market

For investors seeking diversification in private markets, we incorporate alternatives to help provide tax sensitive legacy growth and cash flow strategies.
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Keeping our clients Well-informed

Our newsletter, On Pointe, serves as another way we share knowledge about timely financial issues, as well as relevant topics that may interest you.
We believe our clients value our dedication to developing customized financial plans for them with timely ideas for today’s world.
Michael Rodenbaugh, CFP®, CEPA®, CIMA®
First Vice President, Wealth Management

Your legacy, our life's work.

TrustPointe Financial of Raymond James

 

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.

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


Exit Planning Institute owns the certification marks “CEPA” and “Certified Exit Planning Advisor.” An advisor who earns the CEPA® designation has successfully completed the Exit Planning Institute’s initial and ongoing requirements.


Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for investment management professionals.


Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum net worth tests. You should consider the special risks with alternative investments including limited liquidity, tax considerations, incentive fee structures, potentially speculative investment strategies, and different regulatory and reporting requirements. You should only invest in alternative investments if you do not require a liquid investment and can bear the risk of substantial losses.


Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. There is no assurance that any investment will meet its investment objectives or that substantial losses will be avoided. Diversification and asset allocation do not ensure a profit or protect against a loss.