Invest with experienced guidance

Preserving capital and managing risk are two important objectives for investors, and in today’s global economy, they can be more challenging than ever. Over the years, we’ve had the privilege of helping clients manage the complexities of their wealth through carefully constructed portfolios and a strategic combination of traditional and more sophisticated investment alternatives.

We can offer you an array of personalized investment services, support and guidance that can help make a positive difference as you pursue your financial goals.

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.

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.

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.

Education Planning

How you borrow and manage cash can be as important to the success of your wealth plan as having the appropriate investment strategy. That’s why we offer you a complete suite of cash management, banking and lending tools that give you the power to take advantage of your unique opportunities.

Get to know Our Team

Joel Theis
Joel Theis
Vice President, Investments Financial Advisor
Zachary Theis
Zachary Theis
Financial Advisor
Ken Kincaid
Kenneth Kincaid
Senior Client Service Associate

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.
I choose to make the rest of my life the best of my life.
Louise Hay

Information & insight

The benefits of tax-efficient wealth management.
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Tax Planning
The two go hand in hand when preparing your heirs.
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Family & Lifestyle
This significant change could boost your retirement savings as you approach retirement.
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Retirement & Longevity
Chief Investment Officer Larry Adam notes with volatility on the rise, maintaining a long-term view is key.
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Markets & Investing
Nick Goetze discusses fixed income market conditions and offers insight for bond investors.
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Markets and Investing
When buying luxuries, your portfolio can be powerful collateral.
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Family & Lifestyle
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The future at your fingertips

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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