Helping you find your financial confidence and independence.
Find Your Freedom
You have goals and dreams, but along your journey, life happens. Meeting your immediate needs while achieving long-term aspirations of financial independence can be a daunting challenge. Whether it’s preparing for the birth of a child, financing a college education or planning for retirement, you need a partner that listens to your needs and understands your vision. This is where we excel – remaining by your side providing personal solutions tailored to whatever life brings your way.
With over 45 years of experience helping clients achieve their financial independence, we understand the importance of developing a plan that precisely fits you and your family. We’ve built our practice by seldom taking the same approach twice. Rather than following a set process, our team focuses on getting to know you personally. Our planning starts only after we have a firm understanding of your circumstances and needs, tolerance for risk and dreams for the future. Instead of working with a single advisor, we offer the care and experience of our entire team. Our financial planning and wealth management approach encourages continual collaboration – with you, your other professional advisors (CPA, attorney, etc.) and amongst the PFG team – to help ensure every need is addressed and every opportunity explored. We are committed to empowering you to find your freedom and enjoy all life’s moments with the confidence that you’re well cared for.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and Potomac Financial Group. Potomac Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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