The Marchand Advisory Group of Raymond James is dedicated to the success of our clients through quality planning and thoughtful advice. As independent financial advisors, we can offer you a personalized investment strategy, not a generic investment plan tied to a specific product or company. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals.
We focus on each client’s complete financial picture, from building a nest egg to passing assets on to heirs. Depending on your priorities, your customized plan could include investment solutions to address:
Recognizing the importance of well-informed investors, we make every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products, and personal, efficient service.
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.