We hope the first thing you notice when we welcome you to our office in Asheville is how un-office-like it feels. More like a mountain getaway or a friend’s cozy cottage. And that’s not some slick “branding” gimmick; it’s a reflection of who we are and how we conduct our business. We’ve learned that responsible, wise, productive financial planning doesn’t start with a spreadsheet. It starts with a conversation over a cup of coffee.
We want to hear your stories, learn about your family, listen to your ideas, understand your values. Only then, backed by the resources of Raymond James Financial Services, will we feel ready to craft an investment strategy for you.
Your legacy is not just a net total at the bottom of a column. It’s the lifetime of difficult choices that you make, the paths you take, the ideals you model. Nothing could be more singular, more personal. And we think it should be treated that way.
To demonstrate our commitment to the community, below is a list of some of the organizations to which we have donated our time and resources:
Asheville Breakfast Rotary Club
Asheville City Schools Foundation
Blue Ridge Public Radio: WCQS and BPR News
The Community Foundation of Western North Carolina
Go Global NC – University of North Carolina
Meals on Wheels of Asheville and Buncombe County
The Nature Conservancy North Carolina Chapter
Southern Environmental Law Center
United Way of Asheville and Buncombe County
Raymond James is not affiliated with the above listed organizations.
Life’s persistent and most urgent question is, ‘What are you doing for others?
– Martin Luther King, Jr.