What matters most to your family, matters most to ours
The best things in life are the things that endure:
families, friends and financial independence.
What matters most to your family, matters most to ours
A knowledgeable team, an enduring legacy.
We’re a family-run practice that brings a distinct perspective to financial planning, one built on decades of acquired knowledge and the innovative approach of a new generation of financial professionals. We are here to build and preserve value for today and generations to come as your lifelong advisor.
What matters most to your family, matters most to ours
Latest News
![Social Security's uncertain future?](/-/media/rj/common/resources/retirement/social-securitys-uncertain-future1.jpg)
Social Security's uncertain future?
It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity
![Pay off debt with a plan in mind](/-/media/rj/common/resources/lifestyle/pay-off-debt-with-a-plan-in-mind.jpg)
Pay off debt with a plan in mind
Strategies for minimizing interest payments and eliminating debt.
Family & Lifestyle
![City of lights, market of opportunities](/-/media/rj/common/resources/investment-strategy/isq_july2024_coverart_1110x360.jpg)
City of lights, market of opportunities
With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team's quarterly outlook.
Markets & Investing
![Mega-cap tech stocks continue to lead the way](/-/media/rj/common/resources/market-updates/july-2023-monthly-market-letter-1.jpg)
Mega-cap tech stocks continue to lead the way
The S&P 500 is off to its best start to the year since 2019.
Markets & Investing
![Mid-year report](/-/media/rj/common/weekly-economic-commentary/bond-market-commentary-1.jpg)
Mid-year report
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
![Online sales continue to grow, unabated](/-/media/rj/common/weekly-economic-commentary/economic-commentary-new-1.jpg)
Online sales continue to grow, unabated
Chief Economist Eugenio J. Alemán discusses current economic conditions.
Economy & Policy
![Interest rates are poised to tip lower](/-/media/rj/common/weekly-economic-commentary/investment-strategy-1.jpg)
Interest rates are poised to tip lower
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing
![Real estate liability coverage, deciphered](/-/media/rj/common/resources/business-owners/real-estate-liability-coverage-1.jpg)
Real estate liability coverage, deciphered
Strategic protections real estate agents can take to mitigate risk.
Business Ownership
![Tips for staying connected with remote coworkers](/-/media/rj/common/resources/women/tips-for-staying-connected-with-remote-coworkers.jpg)
Tips for staying connected with remote coworkers
Colleagues from coast to coast.
Technology & Innovation
![The lasting benefit of financial literacy](/-/media/rj/common/resources/family/raising-smart-spenders-and-savers.jpg)
The lasting benefit of financial literacy
Key financial lessons to teach your children as they grow.
Family & Lifestyle
![A mid-retirement check-in](/-/media/rj/common/resources/retirement/a-mid-retirement-check-in-1.jpg)
A mid-retirement check-in
Evaluate your retirement beyond health and wealth.
Retirement & Longevity
Plan for the future because that’s where you are going to spend the rest of your life.
Mark Twain