An experienced team, dedicated to your success

Whether you’re in need of individual financial counsel or robust institutional strategies, we’ve built our business to address the varied needs of our diverse clientele. Our smallest and largest clients deserve our full attention, and we deliver that attentiveness with guidance that’s tailored to your unique challenges and objectives. We take the time to get to know your values and long-term goals, carefully crafting plans that support the future you’re working toward.

As a focused and experienced group, we provide the resources and expertise of a large firm, with the consideration and service typically found at a small boutique. We develop strategies with an emphasis on mitigating risk and pursuing long-term success, fortified by thorough, objective investment research and selection.

We work alongside our clients, ensuring our strategies are consistently angled toward their ideal financial outcome. We see your goals as an extension of our own, and work tirelessly to help you strive for every one of them.

Important financial considerations for single parents

Build an action plan to protect yourself and your loved ones.
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Family & Lifestyle

How active and passive funds work differently

Explore how these two investment types compare.
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Markets & Investing

Infographic: Navigating Medicare

Review this roadmap to help you navigate through the Medicare enrollment process.
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Retirement & Longevity

Taking a long-term view

11/04/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

What to keep an eye on after the election

11/01/2024
While politics ranks eighth out of his team's 10 investing factors, Raymond James CIO Larry Adam shares several important political insights that will help shape their views.
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Economy & Policy

Oh, no, a three-handed economist

11/01/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy

Fundamentals matter more than politics for markets

11/01/2024
Review the latest Weekly Headings by CIO Larry Adam.
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Markets & Investing

Late tech losses sink October equity market gains

10/31/2024
The S&P 500 narrowly misses a sixth consecutive month with positive performance.
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Markets & Investing

Dispelling Medicare misconceptions

Between its parts and plans and supplements, many pre-retirees find Medicare hard to navigate without some guidance. Review these facts about five common Medicare myths.
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Retirement & Longevity

Using securities-based lending to fund business growth

Invest in your business without disrupting your investments.
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Business Ownership

How corporate executives are leveraging AI

From innovation and competitiveness to streamlining productivity.
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Business Ownership

Don't get spooked, it's time to go trick-or-treating

10/28/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
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Markets & Investing

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Pinnacle Bank, The Horizon Group and Pinnacle Asset Management are not registered broker/dealers and are independent of Raymond James Financial Services. Investment products are: not deposits, not FDIC/NCUA insured, not insured by any government agency, not bank guaranteed, subject to risk and may lose value.

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