Our focus on your individuality Is our difference

Our team’s job is to enable you to make informed financial decisions using the full complement of resources at our disposal. To accomplish this, we use a step-by-step process that draws on our experience and conservative advisory approach, as well as the industry-leading strength and support of Raymond James.

This process is essential, not only because it provides a framework for making decisions collaboratively -- it also provides our team with a chance to get to know you. This is very important because it helps us understand your goals and aspirations, which, in turn, will help guide us in the investments we recommend.

SmartVestor is an advertising and referral service for investing professionals (“SmartVestor Pros”) operated by The Lampo Group, LLC d/b/a Ramsey Solutions (“Ramsey Solutions”). Pursuant to an arrangement between Ramsey Solutions, Raymond James Financial Services Advisors, Inc. (“RJFSA”) and your advisor, your advisor pays Ramsey Solutions a flat monthly fee to: (a) be a SmartVestor Pro, (b) advertise services through the SmartVestor website, and (c) receive client referrals in the form of an initial introduction to interested consumers who are located in your advisor's Pros geographic region. RJFSA and its affiliates (collectively, “Raymond James”) do not endorse and are not affiliated with Ramsey Solutions, except with respect to the arrangement described above, and neither Ramsey Solutions nor its agents are officers or employees of Raymond James. Further, neither Ramsey Solutions nor its agents are authorized to provide investment advice or act in any way on behalf of Raymond James, except in connection with providing your contact information to your advisor.


Price is what you pay. Value is what you get.
Warren Buffett