An advanced degree of wealth counsel

We have a proven track record and well-established reputation as retirement plan consultants for institutions and as private wealth managers for individuals. Our highly experienced team and extensive industry knowledge are cornerstones of our business and set us apart in our industry.

Let us show you how our customized and comprehensive financial services can address every financial aspect of your professional and personal life. If you are an organization or individual who judges excellence by your own exacting measure, we believe an introductory meeting is in order.

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We are committed to providing our unique brand of dedicated and focused client service.
Cathleen Handler, Senior Client Service Associate

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1As set forth and subject to applicable agreements.

2Financial Times 401 Top Retirement Advisors, October 2020. The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (October 2020). The FT 401 Top Retirement Advisors award had 401 of the 855 advisor applicants being recognized as a Top Retirement Advisor. The FT asked large U.S. brokerages, independent advisors and other wealth managers to identify qualified direct contribution (DC) plan advisor applicants. It partnered in research with Broadridge Financial Solutions, which provided unique data from its proprietary database to help identify qualifying candidates. Financial advisors were required to manage $75 million or more in DC plan assets and have DC assets account for at least 20% of their total AUM. Qualifying advisors filled out an online application and questionnaire that gave the FT more information about their practices. The FT 401 is based on data gathered from advisors, regulatory disclosures and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan AUM, DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. Roughly 80% to 85% of the final score is based on DC plan AUM and growth in the DC plan business (measured by plan numbers and plan assets). Additionally, to provide a diversity of advisors, the FT places a cap on the number of advisors from any one state that’s roughly correlated to the distribution of millionaires across the U.S. This honor is not indicative of an advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the FT in exchange for inclusion in the FT 401. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with the Financial Times.

3Assets as of 1/31/2022

 

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