Anthem Advisors of Raymond James

Anthem Advisors of Raymond James "Getting to know you" might sound like a trite turn of phrase, but it's truly the single most important part of what we do as financial advisors.

Everything we know about wealth, financial planning and investing is just knowledge until we have the chance to put it to work in pursuit of your goals. Depending on your goals and your current situation, we approach getting to know you – and helping you plan for your financial goals. WHAT'S YOUR ANTHEM? Tell us about the needs and wants that are guiding you forward, and we'll tell you how we can

help. The clients we serve are people just like you – no two of them the same and each pursuing distinct goals. But even though all of our clients are different, they do fall into a few common groups – groups you likely belong to as well, groups we've become exceptionally good at supporting.

-WIDOWS & WIDOWERS: We'll be your constant through trying times

-RETIREES: We'll help you plan for the best years of your life

-BUSINESS OWNERS: It's our business to help you build yours

-MULTIGENERATIONAL FAMILIES: We'll help strengthen your family's financial traditions

Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to Important Disclosure Information: http://raymondjames.com/smrja.htm

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/12/2026

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful discussions and thorough documentation can help reduce uncertainty for loved ones in the future.

raymondjames.com

We had the best time hosting the Clarkston Chamber Independence Women's meeting last Wednesday. The topic was Who is You...
06/10/2026

We had the best time hosting the Clarkston Chamber Independence Women's meeting last Wednesday. The topic was Who is Your Ideal Client? We all walked away with a clearer idea of who that is and how we can build our business and marketing around that client.

Thank you to Essence on Main for making such a delicious lunch and to the chamber for asking us to host!

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your fa...
06/03/2026

Wealth can open doors, but values help guide the path forward. Learn how a clearly defined and shared vision for your family's wealth can help preserve your legacy and prepare future generations to make thoughtful financial decisions.

raymondjames.com

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession p...
05/27/2026

You've spent years building your business – planning for what comes next is just as important. A thoughtful succession plan helps protect your legacy, supports your retirement goals and helps ensure continuity, no matter your path forward.

raymondjames.com

We remember with gratitude those who made the ultimate sacrifice. Happy Memorial Day!🌟Our office will be closed in honor...
05/25/2026

We remember with gratitude those who made the ultimate sacrifice. Happy Memorial Day!🌟

Our office will be closed in honor of the holiday. We will reopen Tuesday, May 26th.

Planning for longevity is essential and knowing how to prepare for a longer retirement can help avoid financial stress a...
05/19/2026

Planning for longevity is essential and knowing how to prepare for a longer retirement can help avoid financial stress and difficult decisions later on.

yahoo.com

Your home holds memories, and it can also hold important decisions. If you're considering passing on your home to your c...
05/15/2026

Your home holds memories, and it can also hold important decisions. If you're considering passing on your home to your children or other loved ones, open communication now can help everyone approach what comes next with clarity and confidence. Learn some tips on navigating these important conversations!

raymondjames.com

Summer break? Not for your finances. These five to-dos will help ensure you stay on track for your goals this year!
05/12/2026

Summer break? Not for your finances. These five to-dos will help ensure you stay on track for your goals this year!

Happy Mother's Day!🌷Today we celebrate the love, care and dedication that moms bring to our lives.
05/10/2026

Happy Mother's Day!🌷Today we celebrate the love, care and dedication that moms bring to our lives.

Happy Nurses Week! 🩺Celebrating the compassion, strength and true dedication of those who show up to help others everyda...
05/07/2026

Happy Nurses Week! 🩺
Celebrating the compassion, strength and true dedication of those who show up to help others everyday!

Address

20 W Washington Street, Ste 1
Clarkston, MI
48346

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18665577366

Website

Alerts

Be the first to know and let us send you an email when Anthem Advisors of Raymond James posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Anthem Advisors of Raymond James:

Shortcuts

Share

Category