"Institutional strength through an individual focus. That's what we bring to all of our clients."
After decades spent in financial services, we've developed a degree and diversity of experience few can match. We devote this experience and ourselves to the achievement of your financial goals.
It all starts with a conversation – you talk, we listen. We will guide you through a confidential survey and after reviewing your situation and determining how it aligns with your future goals, we'll present you with a summary of our recommendations. Once you've clearly evaluated your options, we'll help you take action and provide personalized guidance. We understand that your goals and needs constantly change - that's why we will schedule regular reviews to monitor your progress and make adjustments when necessary. Our planning process is designed to help you prioritize your financial goals, identify ways to make the most of your current income and assets, and help you live the life you've envisioned – today and tomorrow.
Our Company Structure
Our clients benefit from our company structure. We are an independent firm, not held ‘captive’ by proprietary products and/or traditional investment strategies. As independent advisors, we sit on the same side of the table with our clients. Our incentive is to keep our clients’ costs low while making their assets grow. As advisors, we have a fiduciary responsibility that does not exist when you deal with traditional brokers. A fiduciary has a legal obligation to act in the best interest of you, the client. Most investment salespeople are not registered investment advisors, nor are they obligated to act in a fiduciary capacity.
A Raymond James Advisor
In November of 2008 the McNeely Group set out on a search for a new home. We were fed up with the big firm mentality. The more time we spent at a large firm, the more we came to see that they cared very little about the clients. They cared about profits.
After a 6-month search, we settled on Raymond James...Here is why
Why Choose Raymond James?
Raymond James gives us full freedom to make our own decisions on how best to serve our clients.
They don’t set sales quotas for us. They don’t require us to push proprietary products – because that doesn’t serve you. When you work with us, you’re getting guidance that’s truly unbiased.
Raymond James is recognized as one of the nation’s leading investment management firms. They are different by design: in their culture of independence, financial advisors are uniquely free to provide advice that is both personalized and unbiased. Investors are uniquely free to thrive.
Too many client-advisor relationships are based on sacrifice. Although many small firms are committed to building lasting relationships, many such companies simply don't offer the range of financial options that are available through a large multinational corporation.
We believe that we have found the proper balance. Our size allows us to provide a uniquely personal experience to all of our clients. Through our relationship with Raymond James, we deliver the institutional support and the practicality you expect from a large international corporation.
Institutional strength through an individual focus. That is what we bring to all of our clients.
