Yes, we know, there's a lot of us! Pictured above are our two branches - Boca Raton Financial Planners, an independent firm in Boca Raton, FL and Kerion Partners, an independent firm in Orlando, FL. Combined we have 15 financial advisors, 11 staff members and have been managing money for over 30 years.
WHAT ARE SMARTVESTOR PROS?
SmartVestor Pros are financial advisors who follow Dave Ramsey’s teaching and have been carefully selected through an interview process to be a part of the SmartVestor program. They affirm that eliminating debt and investing for the long-term is the ideal way to build wealth and prepare for retirement. SmartVestor Pros commit to prompt and responsive client service and work with all clients regardless of account size, preferences, or background.
WHY USE A SMARTVESTOR PRO?
There are many financial advisors in our country, but who can you trust to give you sound advice? Dave Ramsey felt it was important to create a list of those that he trusts. SmartVestor Pros are chosen by Dave and his team because they have the heart of a teacher and provide excellent customer service.
Raymond James does not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate profoessional.
Boca Raton Office
(561) 241 - 6616
301 Yamato Rd. Ste. 3160 Boca Raton, FL 33431
(407) 648 - 1881
720 Rugby St. Ste. 200 Orlando, FL 32804
See If We're A Good Fit For You
All of our services start with a complimentary consult.