Michael Lipkins has been named to the 2024-2026 Forbes Best-in-State Wealth Advisors list.
We use an intentional, adaptable approach that helps you make informed financial decisions and stay aligned with your goals through each stage of life.
Discover
Find the story in your numbers
We begin by listening — not just to numbers, but to what matters most to you. Your goals, your comfort with risk, your need for flexibility — it all shapes the plan we build together.
Create
Design your next financial chapter
With the insights you share and the research we conduct, we craft an investment strategy that reflects your priorities and values.
Implement
Bring your financial plan to life
Once the strategy is approved, we move forward by selecting investments and services that reflect your goals, comfort with risk, and overall financial picture. Every portfolio is built with care and intention.
Manage
Edit your strategy as life shifts
For all advisory fee-based relationships, we monitor your plan, making thoughtful adjustments as life evolves, helping to ensure it stays aligned with your priorities and prepares you for what’s ahead.
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Sculpture by Guy Cohen
Awarded international renown artist whose work is seen in galleries and available by commission
Our Commitment to You
Personalized Attention
We can give each relationship the focus, and care it deserves. This allows us to truly understand your vision, tailoring strategies that feel as personal as they are effective.
Long-Term Partnership
Many of our client relationships span decades, built on trust, transparency, and consistent communication. We’re here to guide you through every stage of your financial journey, celebrating milestones and navigating challenges together.
Educational Approach
We believe informed decisions are empowered decisions. Through clear guidance and ongoing education, we help you understand your options, opportunities, and risks; equipping you and future generations with the financial knowledge to build lasting confidence and independence.