Extremely committed to our clients

Our greatest focus is on serving individuals approaching and living in retirement. In addition, we serve institutional clients such as nonprofits, foundations, endowments, family offices and corporations. We are here to serve our clients by helping bring clarity and order to their financial matters and offering insightful strategies for pursuing their important objectives.

 

Retirees

If you're about to retire, chances are you may be nervous about having enough money to live well in the years to come. You may even be afraid of running out of money entirely. You're not alone – we often hear the same concerns from people like you.  We are here to help you direct your financial resources toward the goals that are most important to you. Together, we’ll develop a plan to address your retirement priorities and concerns, address your ability to set money aside, and look at your current financial situation and your likely changes in lifestyle through retirement. We will be there to guide you every step of the way.

Altria employees

We use our extensive knowledge and experience to help a wide range of clients, including retirees, business owners and in particular, employees of Altria. Having worked with Altria retirees since 1993, we understand their retirement plan and know what the best options are for employees of the company.

Raymond James is not endorsed by or affiliated with Altria, Inc.

Institutional clients

We serve institutional clients such as nonprofits, foundations, endowments, family offices and corporations. Working together with other Raymond James professionals, we provide investment policy review and development, asset allocation guidance, performance reporting, research and due diligence, and services for fiduciaries.

Small business owners

We believe there are two key reasons why you should have a financial advisor who understands your needs as a business owner. First, you devote long hours to running and building your business, and likely do not have the time to devote to the financial matters that must be addressed. Second, your personal wealth is likely intertwined with your business and you need to have a solid exit plan in place to fund your retirement. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address these needs and others such as cash management, tax planning, employee retention, insurance and financing.

Investments are subject to market risk, including possible loss of principal. There is no assurance that any investment strategy will be successful. Asset allocation and diversification do not ensure a profit or protect against loss.


8052 Elm Drive, Suite J-1
Mechanicsville, VA 23111
T 800.296.6588
T 804.559.7808
F 804.559.7818