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You are our financial focus

Three simple reasons you’ll want to do business with us


Choosing a financial advisor is no easy task. It is on of the most important decisions you will ever make.

On the rational side, you look for experience. We have it. Over 170 years of combined experience managing investment portfolios for investors locally, nationally and internationally.

You also look for service. We deliver it. Our staff is totally committed to helping you achieve your financial goals. We’re supported by the vast resources of Raymond James Financial Services, one of the nation’s most respected financial companies.

On the personal side, you look for a major intangible, trust. It’s a comfort factor, a chemistry of confidence only you can determine. But let us point out one important fact: when clients come to us, they stay with us. In fact, even when our clients move out of state or overseas, they continue to recommend us to their friends and business associates.

But you don’t have to take our word for it. Ask around. Talk to your friends. Talk to attorneys and accountants who may represent them. You’ll find that we have made a good name for ourselves: a reputation that has proven to be priceless for us.

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