A personal touch truly makes all the difference

Financial planning is a journey. That’s why, from the moment you begin collaborating with us, we want you to feel comfortable and supported. A strong start helps pave the way for long-term success.

We also understand financial planning is about more than just money and numbers.

From the get-go, we dedicate the time to understanding the uniqueness of your situation. Yes, we want to know your financial goals; but, to truly understand, we want to hear the emotion driving those goals. We want you to feel heard.

A warm welcome

With our team in your corner, you’re in good hands. We’ve designed our onboarding process to be thorough – because your confidence matters deeply to us.

We’re always ready to assist, providing a consistent point of contact for any questions and concerns you may have. Marcia, our lead financial advisor, seeks to connect with every one of her clients on a deeper level, aspiring to understand the intricacies of each individual’s financial aspirations.

Dedicated and informed

Marcia leverages the insights from the Raymond James research department and stays informed about the latest tax legislation; however, her acumen lies in exploring the nuances of financial planning and tailoring strategies to fit your needs.

For our team, market volatility isn’t a setback or something to be feared. We see it as catalyst for creativity and problem solving. We believe our difference is thriving on the challenges that accompany market fluctuations, instead viewing them as valuable opportunities for our clients.