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

If you own a family business, you know it's much more than a source of income. It's a legacy, a livelihood, and often a ...
09/04/2026

If you own a family business, you know it's much more than a source of income. It's a legacy, a livelihood, and often a vision that spans generations.
The question is whether your business is prepared for a future transition.

Put your retirement fund to work by turning it into retirement income!
09/03/2026

Put your retirement fund to work by turning it into retirement income!

raymondjames.com

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.You m...
08/27/2026

Legacy isn't just about the assets you leave behind. It's about the impact you leave on the people who matter most.

You may spend years building wealth, but have you considered how that wealth will be transferred, who it will benefit, and whether it reflects your long-term goals?

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an i...
08/25/2026

Your nest egg may be the size you want, but if you haven't answered these three questions, your retirement may lack an important type of wealth.

raymondjames.com

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for ...
08/21/2026

Retirement brings exciting changes, and your financial plan should evolve just as your life does. Review these tips for some things you can do to make the most out of your retirement.

raymondjames.com

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as y...
08/20/2026

For many first-time buyers, preparing for homeownership starts well before house hunting. Find out what to consider as you assess your finances, priorities and readiness for this important purchase! https://www.raymondjamesconnect.com/aw2ysH

The future of retirement is active, creative and full of opportunities. Side hustles let you pursue your passions with p...
08/07/2026

The future of retirement is active, creative and full of opportunities. Side hustles let you pursue your passions with purpose while earning income. Discover what sparks excitement for you to enjoy for the rest of your golden years.

raymondjames.com

Eliminating debt might seem like the ultimate financial milestone but managing it may be key.  Here are tips on how a st...
08/05/2026

Eliminating debt might seem like the ultimate financial milestone but managing it may be key. Here are tips on how a strategic approach can bring a more balanced and less stressful life.

raymondjames.com

TGIF! Have a great and relaxing weekend!🌷🌞
07/31/2026

TGIF! Have a great and relaxing weekend!🌷🌞

Explore four ways to teach your children valuable skills that set them up for professional and personal success!
07/29/2026

Explore four ways to teach your children valuable skills that set them up for professional and personal success!

raymondjames.com

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

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:

Share