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Your money needs a good partner

We are experienced professionals in private wealth. We listen, guide, and simplify the financial journey for individuals and families.

When it comes to complex finances, we have what it takes to help you feel understood and at ease.

We’re experienced.

With a team that includes former attorneys, a former accountant, and CERTIFIED FINANCIAL PLANNER® professionals1, we bring serious expertise to the table, so you can feel confident you're in good hands.

We’re unafraid of complexity.

Finances are complicated. We cut through the noise with plans built just for you, lots of helpful options, and advice you can actually understand — face-to-face, like it should be. 

We never stop working for you.

Your priorities come first, no matter what. We're not pushing our agenda; we're here to help you reach your goals. Think of us as part of your extended family — and when you reach out, we'll be there.

4
CERTIFIED FINANCIAL PLANNER® professionals1
1
former CPA
2
former Attorneys
$970 Million
Client Assets As of 06/30/2025
1Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

Partners and doers

Meet the team