The Holbert Wealth Management Group of Raymond James, located in Palm Beach Gardens, FL is a group of independent professional advisors, who can offer you a personalized financial strategy, not a generic investment program. Your individual investment portfolio will be based on your unique situation, your attitudes, preferences and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.
The Holbert Wealth Management Group’s approach to investing is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, sound risk management, quality investment products, and personal, efficient service.
Located in northern Palm Beach County, the Holbert Wealth Management Group of Raymond James can provide an array of investment solutions ranging from stocks and municipal bonds to life insurance and long term care. The Holbert Wealth Management Group of Raymond James has access to the planning solutions to help you reach your financial goals.
Investments involve risk and you may incur a profit or a loss.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
