Specialized financial guidance for professionals

We serve professionals such as physicians, dentists and attorneys, who often are self-employed and building a practice that is starting to generate significant income. They realize the prudence of having a well-designed financial plan not only for addressing short-term needs today, such as saving for their children’s college educations, but looking long term to their own retirement.

We know that you spend long days serving your clients or patients, and that you shouldn’t also have to worry about managing your money. We understand the many important financial matters professionals must address, including preserving assets through liability risk, tax planning, managing cash flow, mitigating the effects of healthcare cutbacks, managing education debt and, ultimately, achieving financial independence.

You can rely on us to provide high-level guidance and advice for your personal financial matters and the needs of your firm or practice. We can serve as your trusted partner to help manage your investments, and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts.

Investing involves risk and investors may incur a profit or a loss. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Raymond James financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional. As Financial Advisors of Raymond James, we are not qualified to render advice on tax or legal matters. You should discuss tax or legal matters with the appropriate professional.