Our Business Partners

Raymond James

Raymond James is our broker dealer – they maintain custody our clients’ assets and provide support to our firm with reporting, statements, trading platform, investment analysis, and other various financial planning technology and resources. Through Raymond James we have the support of a large company, but are able to offer the personalized service of a small firm.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


 

 


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Dave Ramsey is one of America’s most listened-to syndicated radio show hosts, a motivational speaker, author and personal finance expert. Like Dave Ramsey, we believe in living more and worrying less. That’s why we’re in the business of helping people who want to take control of their finances and plan for the future. Since 2015 we have been Endorsed Local Providers of Dave Ramsey. John Mark Young's focus is on helping our clients live their lives debt-free and financially independent. You can find out more about Dave Ramsey ELP program here.

 

*Raymond James Financial Services does not endorse and is not associated with the Dave Ramsey Endorsed Local Provider Program.