Serving Families by Protecting Assets and Growing Wealth

To help you achieve the retirement you envision

Awards & Recognitions:

The 2026 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2024 to 3/31/2025 and was released on 01/07/2026. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 12,787 team nominations, 6,149 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not aﬃliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.

Do you Often Feel..

That your retirement portfolio might not align with your retirement lifestyle?

Uncertain about your financial plan during times of economic and market uncertainty?

Unsure as to how to manage and pass along generational wealth?

Our Team Can Help

Create a customized financial plan that
leads to a clear path to retirement.

Bring clarity and vision to complicated
financial matters.

Actively manage your portfolio by integrating
risk tolerance, time horizon, and goals.

“We want to understand what your goals are. We want to understand what helps you sleep at night. ”

— Phoenix Wealth Advisors

3 Simple Steps to Financial Clarity

We Listen

It starts with a conversation. We listen first to better understand your financial goals and dreams.
We Plan

We analyze the data and together determine the best path forward.
We Manage

We actively manage your account making the necessary adjustments along the way to keep your plan on track.