From day one we have been a fiduciary and independent financial planning practice. As a fiduciary we strive to provide independent advice and guidance in your best interest. As an independent practice we are on the same team and work for you rather than a company promoting its products.
We have the personal touch of a small boutique practice and provide the robust resources and expertise of a large firm through our affiliation with Raymond James Financial Services.
We are passionate about clients and our own continuing education to stay ahead of the changes that frequently occur to tax laws and other areas that affect your personal situation.
We share ideas and resources with other financial planners as well as local experts, with specialties in areas such as:
We are often described by our clients as thorough, patient, empathetic and thoughtful.
Raymond James does not provide tax or accounting services.
