While Peterson Wealth Management operates as an independent practice, we are proud to be alligned with Raymond James Financial Services, a nationally respected firm headquartered just a short drive away in St. Petersburg, Florida.
A Strong Partner Behind the Scenes
Founded in 1962, Raymond James supports independent advisors like us by providing access to:
Institutional-grade investment platforms and research
Secure, client-focused technology
Comprehensive compliance and regulatory support
Experienced professionals in areas such as estate, tax, and retirement plan consulting
This relationship allows us to focus more on what matters most — our clients — while knowing we have the strength of a Fortune 500 firm behind us.
Independent Advice, Personal Relationships
As independent advisors, we are not employees of Raymond James. This means we’re not incentivized to push products or follow corporate quotas. Our recommendations are made solely with your best interests in mind and always through a fiduciary lens.
You get the best of both worlds:
The personal, long-term relationship of a boutique advisory team
The infrastructure, tools, and custodial strength of one of the most respected firms in the country
