Clear direction in a complex world

We focus on each client’s goals as if they were our own. Utilizing our extensive experience and industry knowledge, we develop strategic solutions for our clients, always remaining firmly committed to the investment planning process.

Our professional experience, knowledge and client support are further strengthened by our association with Raymond James – a firm that shares our commitment. Raymond James provides us extensive resources to complement our expertise and knowledge of our clients’ needs. Through Raymond James, we have exclusive access to cutting-edge technology, a diverse realm of industry experts and a comprehensive selection of investment alternatives to help meet a range of objectives.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.