Thoughtful service and tailored strategies, with your needs at the center

We believe our differentiators come from:

Knowledge with Experience:

A ‘rocket scientist’, an MBA, 5 professional designations, 50 hours of annual continuing education, over 50 years of experience in multiple industries. Don’t you want a team with world class ideas?

Benevolent wisdom:

Ideas are useless if not applied with wisdom and caring... we do not take shortcuts in being sure our ideas apply to each and every client to improve their situation, no matter where they are in life. Do you feel your advisors act in your interest with care at each interaction?

Access to corporate resources:

As independent advisors with both a Raymond James and M Financial Group affiliation, we have access to multiple world class resources for High Net Worth clients. Through Raymond James, these include: visits to Raymond James’ home office for summit meetings with firm specialists (trust, private wealth, research), access to customized strategies for high net worth investors (private equity, tax driven strategies, structured investments, hedging), access to latest technology, and conversations with investment bankers when eligible. Through M Financial Group these include: access to UHNW thought leadership in estate planning, nonqualified benefits and succession planning and access to a suit of insurance products more favorably priced.

Connections to local resources:

Additionally, our team grew up locally and are well connected to the community through many business and charitable activities where we have participated for decades. We know resources in Charleston and carefully archive for introductions to clients: attorneys, CPAs, banking, access to business capital for fundraising, charitable causes, business introductions, social networking, various contracting services, medical, etc. Our network is your network.

Raymond James financial advisors do not render advice on tax or legal matters. Investing involves risk and you may incur a profit or loss regardless of strategy selected.