Learn How We Help
Reach Your Financial Goals
Our team of professional advisors go above and beyond to create innovative financial solutions for our members, giving them confidence that their future is in good hands.
Plan for Your Future
In this video, hear the story of one of our Financial Advisors, Jeff. See how he builds his clients' personalized financial plan to help get them from today to retirement, and beyond.
Personal Financial Advisor Services
We Start by Exploring Your Financial Goals
At Addison Avenue, we know there’s no one-size-fits-all solution when it comes to managing your finances. By taking a look at where you are, we can better understand where you want to be. That’s why we partner with members like you every day.
Using market research from Raymond James, Morningstar, and other highly respected investment firms, we build your personalized financial plan. We diversify your portfolio by using a strategic asset allocation approach, while recognizing the importance of tax-efficient investing.For specific tax or legal advice, please consult an appropriate professional.
Diversification and asset allocation do not ensure a profit or protect against a loss.
Finally, we will meet periodically to review your needs and goals. As they change, your financial plan may too — and we'll be there every step of the way.
A Self-Managed account is a great choice for those who are comfortable making investment decisions on their own and like to do their own research and analysis.
Opening a Self-Managed Account
If you are interested in opening a Self-Managed brokerage account, please call our Investment Services Support Center at 855.744.8585. We will work with you to answer any questions and determine your account paperwork needs. Let us help you get started today.
About Our Broker/Dealer
Our team of 30 experienced Financial Advisors has years of extensive financial services experience, but they don't serve you alone. Raymond James Financial Services, Inc., our broker/dealer, gives us access to research teams and industry experts who, then, further support the personalized recommendations you receive.
One of the key benefits for clients is Raymond James' Client Access Portal. Client Access offers convenient, timely account details in an easy-to-understand, online format. Features include:
- Continuous portfolio updates throughout the day
- Complete portfolio snapshot with recent transactions and preview of upcoming activity
- Continuous quotes for major market averages
- Copies of statements, trade confirmations and tax reporting documents
- Downloads to lntuit's Quicken®