It's all about creating calm in the chaos

Helping Business Owners Become Investors

Our clients rely on us to create solutions for their complex financial needs. We believe the specialized knowledge and resources we bring to the table are hard to duplicate elsewhere. We offer full-spectrum liquidity planning from divestment to re-investment. The idea is to efficiently get your money out and get on with the next chapter of your life.

James D. Zahringer
James Zahringer
Managing Director
Christy Campbell
Christy Wright-Campbell, CPFATM, C(k)P®
Foster Gaylor bio headshot
Foster Gaylor
Registered Client Service Associate
Carsyn Norman
Carsyn Norman
Registered Client Service Associate
Charlotte Zahringer
Charlotte Zahringer
Business Development Coordinator
Duncan Zahringer
Duncan Zahringer, J.D., MBA
Financial Advisor
Paul McGloin Bio Image
Paul McGloin
Trust and Estate Consultant to Alex. Brown
Will Taylor
Will Taylor, CFP®
Director
W. Colin Walker
W. Colin Walker
Director

1) Introduction and Discovery Process

Investing the time to learn about you and your family; your assets and liabilities and the risk exposures, enables us to formulate strategies and customize the relationship to your needs.

2) Full Spectrum Liquidity Planning & Formulation of Tax, Trust, and Estate Strategy

Working with your tax, legal, and investment banker advisors, we help analyze your income and estate tax circumstances to identify and tailor planning techniques that may be used to address your objectives.

3) Creation of Customized Strategic Asset Allocation

Your customized asset allocation reflects risk, opportunities and taxation across multiple entities, while integrating your investing and estate plans.

4) Implementation of a Personalized Wealth Strategy

After comprehensive due diligence and analysis of expected results across various market scenarios, strategies are chosen from our expansive investment platform.

5) Ongoing Wealth Management

In coordination with your other advisors, we can conduct ongoing reviews and comprehensive reporting to ensure that your strategy adapts to changing financial and family needs.
We Take The Weight Off Our Client's Shoulders And Put It In Their Wallets.
James Zahringer; Managing Director, Founders & Partners Advisory Group

High inflation is never good, but markets have been overreacting

04/19/2024
Chief Economist Eugenio J. Aleman discusses current economic conditions.
Economy & Policy

Market volatility is a normal feature of long-term investing

04/19/2024
Review the latest Weekly Headings by CIO Larry Adam.
Markets & Investing

Don’t let estate blunders get in the way of your wishes

These cautionary tales of estate planning mistakes offer a few important lessons.
Estate & Giving

Define your personal philanthropic mission

A compelling plan to make a genuine impact on the world has a variety of components.
Estate & Giving

Reviewing the building blocks of the global food chain

04/15/2024
Declining crop prices are helping to alleviate inflationary pressures, notes Pavel Molchanov, Managing Director, Energy Analyst, Equity Research.
Markets & Investing

Odds and ends

04/15/2024
Drew O’Neil discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing
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The future at your fingertips

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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