Cybersecurity Professionals and Tech Entrepreneurs

In the fast-moving and ever-changing tech world, staying one step ahead isn’t optional – it’s everything. We understand the distinct challenges and business growth opportunities facing innovation leaders, tech entrepreneurs and cybersecurity professionals. You contend with a variety of complexities: ensuring consistent cash flow, managing expenses and securing funding, just to name a few. But just as your day-to-day involves battling risks in the digital world, we’re here to help you mitigate financial risks and strengthen your own future.

Helping you capitalize on your business success

With an array of services and strategies tailored around you and your business, we’ll prioritize your near-term needs without disrupting your long-term goals. The team at Elkhorn Private Wealth Advisors of Raymond James brings a disciplined, experienced perspective to help ensure your decisions are well considered and in your best interest.

As your financial partner, our priority is to help you nurture the wealth that accompanies entrepreneurial success with a customized strategy that considers every aspect of your financial life. While helping you navigate the intricacies of personal and business wealth, we can equip you to leverage our extensive network of trusted professionals in law, accounting, private equity and VC funding to construct a customized plan targeting your specific objectives.

Explore services

Financial strategies to support the distinct needs of tech and cybersecurity entrepreneurs.

• Investment management
  Set in motion tailored investment strategies aligned to your needs and objectives
• Business valuations
  Assess the value of your business before making your next strategic move
• Retirement benefits
  Provide meaningful, competitive benefits to your employees
• Risk management
  Minimize risk where possible to optimize business opportunities and financial independence
• Banking & lending*
  Tap into a comprehensive suite of cash management, lending solutions and capital markets guidance
• Business succession planning
  Prepare yourself for one of the most impactful transitions of your professional life

Advocating for you professionally, and personally

Life as a tech entrepreneur can be intense. You’re laser-focused on growing your business, and we believe that’s as it should be. While you focus on growing your business, we’ve got your back – helping you keep your personal financial goals on track through trust services, estate planning and more with a vetted team of experienced professionals by your side helping you make well-considered decisions.