Client Centered Process
A strong proven methodology is the best way to create a personal financial plan. It is crucial to create a financial plan that seeks to protect your needs now, plans for the future, and incorporates tax efficient investment processes.
Our Philosophy
Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.
What To Expect
We work with integrity and trust for you, not for Wall Street. Your success is our success and we'll work with you at every step.
Accredited Investment Fiduciary®
In 2016, Jay Ramey was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies®
Socially Responsible And ESG Investing
A socially responsible investment (SRI) is considered “socially responsible” due to possible good intensions of a company’s natural conduct. The aim for socially responsible investments is to avoid companies that operate in areas that negatively impact the community or produce or sell addictive substances, such as, tobacco or alcohol and invest in companies who produce products for the betterment of the community. SRI’s look for companies who involve ESG’s issues. ESG’s issues involve (E)nvironmental, (S)ocial justice, and (C)orporate governance. SRIs may go through individual companies or a socially conscious mutual fund or exchange trade fund (ETF).
Personal Services Provided
With over 30 years assisting clients reach the goals and objectives, we would like to believe with our experience, there are few financial situations that we have not visited with clients. When it comes to economic and political environments adding to family dynamics, each client’s situation is reviewed based on conservative risk-based planning philosophies.
Jay A. Ramey, AIF®
Registered Representative - Investment Advisor Representative
Sarah Ramey
Administrative Assistant / Investment / Special Projects