An enduring lineage of service empowering your family’s financial future
We celebrate things that are built to last, those rare ideas that can adapt to the currents while remaining confidently unyielding where it matters most. This is reflected in how we guide our clients’ pursuit of lasting financial well-being, with wealth management and investment strategies designed to navigate change while remaining focused on our clients’ and their families’ values, aspirations and long-term goals.
That is our lineage. Lineage Financial Planners of Raymond James is a proud continuation of a three-generation – more than 75-year – family tradition of helping others build family traditions of financial well-being.
“Family traditions of financial empowerment start with a single moment of commitment.”
David Kelly, CFP®, First Vice President, Investments
