The Advanced Planning Group is not a standalone company but an internal, value-added resource within the larger Raymond James financial services firm. This dedicated group of professionals, including attorneys, accountants, and certified financial planners, provides specialized expertise in complex financial matters. Their mission is to support Raymond James financial advisors in serving affluent clients by offering in-depth analysis and strategies for wealth transfer, estate and charitable planning, business succession planning, and retirement solutions. They do not work directly with the public but act as subject matter experts for the firm's network of advisors.

Founded in

United States