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.

Objective Consultations. Comprehensive Solutions.℠

The Rhodes Group is solely focused on the providing of objective consultations and comprehensive wealth management solutions to a select group of business owners and professionals. We serve as a central point of contact to these individuals, and their businesses, using a consistent and scalable four-step process in the design and continued management of a client's financial plan. This, coupled with the open architecture of Raymond James & Associates, provides you with a platform of independence, experience and integrity from which to build and manage your financial goals and life-long aspirations.

As professionals, it is our job to enable you to make informed financial decisions using the full complement of resources at our disposal. Our process provides a framework for making decisions collaboratively and monitoring the outcome of those decisions over time. Each step involves interaction between you, our team, and your other trusted professionals.

The Rhodes Group use a hands-on, value added approach when working with clients and these other trusted professionals. We meet and communicate with them regularly to ensure their investment mix and planning efforts remain in harmony. By helping clients take the appropriate steps to plan thoroughly, The Rhodes Group helps make even the most complex financial situations manageable.

4 Step Process

We believe that investors should be compensated for the risk they take in their investment portfolios. Many investment programs examine total return and total risk, where risk is defined as the volatility of a set of returns and measured by standard deviations. While this is a good start, we believe it does not go far enough in identifying and evaluating the different sources of risk and return. Specifically, the "total return, total risk" approach fails to distinguish between the components of risk and return generated by the market and those generated by the investment manager.

We evaluate and attempt to manage market risk and return through the asset allocation process, utilizing forward-looking assumptions in an effort to maximize the return potential at any level of risk selected. Using this approach, we see to provide a better solution than using common "rules of thumb" or anecdotal approaches to asset allocation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.