Planetree Wealth Advisors of Raymond James - Sycamore, IL

Planetree Wealth Advisors of Raymond James - Sycamore, IL Financial Planning and Services Our advisors turn investments and financial planning into an enjoyable and personalized process.

Raymond James financial advisors may only conduct business with residents of the states and or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations wi

thin their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James for information and availability. Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm

Mark G.Overby, AAMS,WMS,CEP
Senior Vice President, Investments
Branch Manager

Joshua S.Haka, AAMS,WMS
Vice President, Investments

Retirement isn't the finish line—it's a new beginning.With people living longer than ever, retirement can last decades, ...
06/17/2026

Retirement isn't the finish line—it's a new beginning.
With people living longer than ever, retirement can last decades, making it more important to intentionally build a lifestyle that supports your health, passions, and sense of meaning. Whether it's pursuing an encore career, giving back through volunteering, learning something new, or deepening relationships, there are many ways to create fulfillment in this next phase.
I'm sharing a Thrive Guide with ideas and inspiration—and if you'd like help turning those ideas into a plan that fits your life and aligns with your finances, I'd be happy to connect.
https://www.raymondjamesconnect.com/aaadog

Equity futures point to a mixed opening this morning after the major averages finished mostly lower in yesterday's actio...
06/17/2026

Equity futures point to a mixed opening this morning after the major averages finished mostly lower in yesterday's action.

Read more in the Morning Brew.

GCM_Morning_Brew.pdf

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of ...
06/16/2026

A 529 plan can be a very helpful saving tool when it comes to planning for education expenses. Understand the basics of 529s and how they can work beyond just college savings.

raymondjames.com

Equity futures point to a modestly higher opening after stocks rallied yesterday. Headlines of a peace agreement between...
06/16/2026

Equity futures point to a modestly higher opening after stocks rallied yesterday. Headlines of a peace agreement between the U.S. and Iran sent oil prices sharply lower. Oil continues to move lower this morning.

Read more in the Morning Brew.

amazonaws.com

06/15/2026

forbes.com

Equity futures point to a higher opening this morning after President Trump announced on Sunday that a peace deal betwee...
06/15/2026

Equity futures point to a higher opening this morning after President Trump announced on Sunday that a peace deal between the U.S. and Iran has been reached.

The U.S. and Iran are set to sign the agreement this Friday.

Read more in the Morning Brew.

amazonaws.com

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can s...
06/12/2026

How much of one stock is too much? See how concentrated equity positions could influence your finances and how you can strategize to manage their impact:

raymondjames.com

Preparing for the unexpected can provide clarity for both you and the people who matter most. Discuss how thoughtful dis...
06/10/2026

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

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across ...
06/10/2026

Stocks are coming off a choppy session that saw the major averages finish mostly lower following a sharp selloff across tech names. Solid rotation into the broader market helped limit losses at the index level.

Read more in the Morning Brew.

amazonaws.com

06/09/2026

travelandleisure.com

Address

605 Plaza Drive Ste 1
Sycamore, IL
60178

Opening Hours

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

Telephone

+18158996029

Website

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