Newtown Branch

Planning every part

We believe each piece of a person’s life has a place in their financial plan. It’s what drives us to create investment and wealth management strategies designed to balance the life you live with the future you’ve always imagined.

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Newtown
Our differentiators drive our growth.

Located on the top floor of a modern complex that complements the richly historical architecture of surrounding communities, our Newtown office offers advisors a powerful alternative to the bank-owned firms across Wall Street. That’s because Raymond James offers advisors true partnership and total support, including the freedom to build their businesses as they see fit and serve their clients without the pressure to push certain products or services.

Discover the difference for yourself. Contact us for a confidential conversation.

At a Glance

Staying Power

Raymond James has delivered 148 consecutive quarters of profitability. We credit much of this performance to the firm’s client-first perspective and adherence to its founding core values of professional integrity, advisor independence and a conservative, long-term approach to investing.

8,800 Financial
Advisors

$1.56 TRILLION in Client
Assets

* As of 12/31/2024. Past performance is not indicative of future results. The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock.

In 1962, a different kind of financial services firm was founded.

Get to know Raymond James.

About Us

Newtown Branch

Meet Our Team

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

In response to the April 2 “reciprocal” tariff announcement, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of potential paths forward.

Economy & Policy

Business ownership can be one of the most rewarding career endeav...

Business Ownership

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.

Markets & Investing

Sometimes the very thing that creates substantial wealth poses its greatest threat.

Markets & Investing

Members of the Raymond James Investment Strategy Committee share their views on the markets, the economy and key themes that are impacting investors.

Markets & Investing

Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.

Estate & Giving

In response to the 90-day pause on "reciprocal" tariffs, announced April 9, Managing Director, Washington Policy Analyst Ed Mills provides in-depth analysis of potential paths forward.

Economy & Policy

Starting a business in retirement.

Retirement & Longevity

Chief Investment Officer Larry Adam provides timely market and economic commentary and analysis.

Markets & Investing

Doug Drabik discusses fixed income market conditions and offers insight for bond investors.

Markets & Investing

In response to the April 2 “reciprocal” tariff announcement, Managing Director, Washington Policy Analyst Ed Mills and team provide in-depth analysis of potential paths forward.

Economy & Policy

Business ownership can be one of the most rewarding career endeav...

Business Ownership

Review the latest Weekly Headings by CIO Larry Adam.

Markets & Investing

Chief Economist Eugenio J. Aleman discusses current economic conditions.

Economy & Policy

Raymond James Chief Investment Officer Larry Adam considers the impact of the recent development in the trade war and provides insight on what it could mean for the markets and investors.

Markets & Investing

Advisor Opportunities

Our advisors are viewed as clients of the firm, we provide world-class resources and support to help run their business on their terms.

Wealth Management

Your Raymond James advisor will help you prepare for life’s major financial milestones and every moment in between.

5 Caufield Pl Ste 201 Newtown, PA 18940-9434
T: 215.497.7490
F: 866.522.9645
TF: 877.279.3590

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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