Invest with experienced guidance

You are an individual who doesn’t just jump to conclusions. Your decisions are carefully weighed and deliberated with cautious consideration.

When seeking financial advice, you seek a counterpart who is equally as deliberate in delivering carefully measured guidance.

We are driven not only by years of experience, but by disciplined planning, attentive insight and analytical capabilities. Our objective is to serve as your trusted financial partner – to help you arrive at the informed decisions you value, and enjoy the confidence in knowing that every financial matter is fully addressed.

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About our transition to Raymond James

Helping people along the journey to their goals is what we’re all about. That’s why we’re pleased to announce our move to Raymond James, a firm that prioritizes people and their financial well-being. We proudly share the firm’s client-centric approach to doing business.

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.

Investment Strategies

Our team of professionals unlocks a number of choices for your portfolio. We offer experienced guidance for selecting alternative investments, separately managed and unified managed accounts, managed discretionary accounts, wrap accounts, structured products and options, along with traditional offerings such as equities, fixed income, annuities, mutual funds and exchange-traded funds.

Get to know Our Team

Ronald Betten
Ronald Betten
Managing Director
Catherine Hartendorp
Catherine Hartendorp
Senior Registered 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.
Price is what you pay. Value is what you get.
Warren Buffett

Information & insight

Beyond demographics

07/08/2024
Chief Economist Eugenio Alemán and Economist Giampiero Fuentes note that the global population is heading into a sustained decline for the first time in recorded history.
Economy & Policy

A recession is coming

07/08/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

Social Security's uncertain future?

It’s an election year, which means you can expect to hear presidential candidates being asked about their plan for preventing Social Security from going bankrupt.
Retirement & Longevity

Pay off debt with a plan in mind

Strategies for minimizing interest payments and eliminating debt.
Family & Lifestyle

City of lights, market of opportunities

07/02/2024
With a nod to the Summer Olympics, Raymond James CIO Larry Adam highlights his team's quarterly outlook.
Markets & Investing

Mega-cap tech stocks continue to lead the way

07/01/2024
The S&P 500 is off to its best start to the year since 2019.
Markets & Investing
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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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