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.

The Nice Group of Raymond James is a team of six experienced financial professionals that utilize their expertise and experience to help families stay on track to meet their financial goals. We offer comprehensive wealth management services that incorporate a client’s total financial picture. With three CERTIFIED FINANCIAL PLANNER™ professionals on our team, we have the knowledge to analyze the most complicated situations and create a clear, actionable plan. By putting our clients first in every decision we make, we have guided clients through good markets and bad.

Trust is the cornerstone of every strong relationship, and we work tirelessly to earn, and maintain, the trust of the families we serve. Our ethics are unwavering, and this is reflected in the satisfaction of our clients. By partnering with Raymond James, we bring the resources of the one of the most stable financial services firms to our clients. The financial turmoil of recent years has reminded investors how important it is to have a strong partner safeguarding your wealth. Raymond James required no government assistance at any time and maintains very high financial ratings. While our firm has earned many accolades for our outstanding work, we judge our success by that of our clients. We never lose sight of the fact that we are here to help clients achieve their goals, and our success in inextricably linked to theirs. Our belief in this principle is unwavering, and is reflected in our Client Bill of Rights.

If you desire a comprehensive financial plan that you can have confidence in, we should talk. You can learn more about our team and the ways in which we help our clients by exploring the links on the right of this page. Or, simply give us a call and we can explore if we may be a good fit to help you.

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.