Think Bigger Planning, investing and living well.

At GrandView Advisors of Raymond James, we know there’s more to your life than managing every detail of your finances. And, we believe there’s more to wealth management than investing.

That’s why we share deep knowledge with passion and perspective to help determine what you want your money to do for you. With personalized planning, and a caring team to guide you each step of the way, we help you focus on the big picture. Let us help your life unfold thoughtfully and with purpose – for one that’s well lived and a legacy you’re proud to call your own.

Visualize your future
With real-time, interactive planning tools, we can show you how decisions you make today can affect you later.
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Simplify your life
We want to make financial planning easy for you, and our approachable and experienced team is ready to do just that.
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Create a holistic plan
Our thoughtful team helps uncover your goals to align the right investments for your portfolio and your life.
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“What lies behind us and what lies between us are tiny matters compared to what lies within us.”
Oliver Wendell Holmes