A disciplined approach to wealth management

We are pleased to announce that G.D. “Bo” Bragaw, III, has been named to the Forbes’ 2022 List of Best-in-State Wealth Advisors.

“This national recognition for Bo and WBO Partners acknowledges their commitment to clients and passion for assisting families and institutions to reach their financial goal.”

Marcus Aiello – Mid Atlantic Regional Executive

About Forbes ranking of Best-In-State Wealth Advisors
Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022). The Forbes ranking of Best-In-State Wealth Advisors, 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. Those advisors that are considered have a minimum of seven years of experience, and 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 criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. 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. Raymond James is not affiliated with Forbes or SHOOK® Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.

Comprehensive Planning

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Financial Planning

Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.

Business Planning

You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.

Get to know Our Team

Bo Bragaw
G.D. Bragaw, III AIF ®
Managing Director Client Advisor
Tara Orendorff
Tara Orendorff AIF®
Vice President Client Advisor
Mark Murphy bio image
Mark J. Murphy MBA
Vice President, Wealth Management
Norman Daniel Townsend III CFP®
Vice President Client Advisor
Ed Bergen Bio Photo
Edwin Bergen II, AAMS®
Senior Registered Client Relationship Associate
Chase Stewart bio photo
Chase Stewart
Branch Operations Specialist
Lori Stimpson bio photo
Lori A. Stimpson
Senior Registered Branch Associate
Megan Mcilwain
Megan Mcilwain
Sr. Reg Client Srvc Assoc

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED Guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.

Information & insight

The importance of a good paper trail

Living life and facing death can be liberating (and it doesn’t have to be difficult).
Estate & Giving

S&P 500 secures second consecutive month of gains

11/30/2022
Better than expected inflationary data and corporate earnings reports helped boost S&P 500 to back-to-back rallies for first time since mid-2021.
Markets & Investing

Maintaining income after retirement

How your retirement savings can continue working for you.
Retirement & Longevity

Why do the wealthy borrow? Sometimes debt makes sense.

Strategic borrowing can keep your financial plan intact and at work.
Family & Lifestyle

Fixed Income Strategy if a Recession is Declared

11/28/2022
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Markets & Investing

To convert, or not to convert to Roth IRA – tax is the question

When planning for retirement, it has long been known that taxation is one of many associated mazes.
Retirement & Longevity
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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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