My father Jim and I started our practice in 1999 in Columbus, IN with a focus on Investment Management. We partnered with Raymond James Financial Services on day one. They have a small regional feel, allow us to work with clients how we see fit, and meet our desire to remain independent. For our first 3 months, we didn't take an income and worked diligently
Related categories
Real estate in Columbus, IN
Wealth management in Columbus, IN