At Palm Avenue Wealth Advisory Group of Raymond James, we know your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. With over 125 years of combined experience, we work with families in Sarasota, Florida, and across the country to provide personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that makes the most sense for you. We’ll also be there to help you pursue your personal financial goals throughout your life, from planning for your retirement to navigating longevity and providing guardianship services.

Corporate Executives

Financial Planning


Charting a course to the future you envision.

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Longevity Planning


A plan designed to stand the test of time.

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Business Owners


Unique solutions for business owners and entrepreneurs.

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Guardianship Services


Assistance with the financial aspects of guardianship.

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Retirees

Retirees


Nurturing wealth so you can live a longer, better life.

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Healthcare Professionals

Healthcare Professionals


Helping physicians address their unique needs.

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Women Investors


Understanding the challenges women face and how to help.

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"If you want to be happy, set a goal that commands your thoughts, liberates your energy and inspires your hopes."