Effective Strategies for Powerful Businesses and Institutions

We aim to partner with local businesses, serving as an extension of your team and providing specialized expertise to meet your retirement and 401(k) goals. Recognizing that every business is unique, we create custom solutions that offer tangible benefits. Our services include retirement plan consulting for defined contribution plans and investment consulting for defined benefit plans. With our personalized approach and strategic advice, we build effective strategies to support not only your business's financial success, but your employees too.

Agriculture

Corporate

Healthcare

Industrial

Nonprofit

The Retirement Plan & Institutional Advisory Council is a group of financial advisors who establish and uphold a standard of care for serving institutional clients with their retirement, endowment and foundation plans. Raymond James has a dedicated group of advisors nationwide who have made investment consulting with clients their primary focus, which accounts for less than 1% of all Raymond James advisors. We continually develop and adhere to best practices for the qualified plan, endowment and foundation industry that our advisors and their clients can rely on.