We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

 

Providing clarity and confidence in a changing financial world

At the Roisman Dewald Group of Raymond James, you’ll find an advisory team dedicated to providing you with straightforward answers to your questions about investing and retirement planning. Backed by the resources of Raymond James, we’re equipped to help you make informed financial decisions so you can face a changing financial world with clarity and a newfound sense of confidence – whether you’re tasked with making decisions for a corporate retirement plan, or simply making decisions about your own.

 

A steadying force for your financial life

We understand the dynamics of wealth – how to balance the complex forces at work and how to adapt intelligently as conditions change. Even more important, we understand our clients – and how to plan for all the factors that make their journeys unique.

Here at Roisman Dewald Group of Raymond James, we believe the surest course to your goals is a steady one – one that combines established expertise, thoughtful action and personal dedication to help ensure that your financial life and legacy are well taken care of.

Let us be the guiding force to help you move surely and steadily into your financial future.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.