Personalized planning for your financial goals

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, I’m here to provide you with personalized financial planning based on your most cherished goals. As your advisor, my job is to explain the process and answer any questions or concerns, in plain English, so you can feel confident and informed about your future.

Client-Centric Financial Planning From a Trusted Team

You’ve worked all your life to accumulate wealth, and you want to be sure your assets will be there when they are needed most. You need more than just advice; you want a plan you can follow confidently into the future that gives you the freedom to adjust your goals as your life changes. The team at Detroit Capital Advisors of Raymond James has been creating such plans for its clients for more than two decades. We specialize in asset management and providing superior service with a personal touch.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Banking & Lending Solutions

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Portfolio Management

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Get to know Our Team

Richard O'Connell bio image.
Richard O'Connell
Branch Manager Financial Advisor
Alan Sasson bio image.
Alan Sasson
Vice President, Investments
Sarah Horn
Sarah Horn
Registered Client Service Associate
Jack Harvey Muir
AMP - Financial Advisor

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The essence of investment management is the management of risks, not the management of returns.
Benjamin Graham

Information & insight

Infographic: Debunking Social Security myths

Shine some light on these common misconceptions to help get the most from your hard-earned benefits.
Retirement & Longevity

When it comes to U.S. electricity demand, chatbots matter more than cars

07/15/2024
Artificial intelligence is set to become a game changer for the electric power industry, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Economy & Policy

Walking the tightrope

07/15/2024
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Good June CPI print raises bets for rate cuts

07/12/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Key trends that are poised to drive the market

07/12/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

2024 election: Prepare for a sweep?

07/11/2024
Managing Director, Washington Policy Analyst Ed Mills breaks down the 2024 race for Congress and key issues Washington D.C. will tackle in 2025.
Economy & Policy
Background Rotating Sphere Pattern

The future at your fingertips

 

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