Guidance for the big picture and finer details

Our Mission, Our Vision, Our Values

The Mary Hagerman Group of Raymond James Ltd.’s approach to investing is what differentiates us from others in the industry. We are guided by the philosophy of Mary’s acclaimed book, The Black Belt Investor – A Martial Arts Guide to Wealthness; How to Kick Butt and Feel Rich: People cannot be truly happy if they have an unhealthy relationship with their finances.

Our team is here to work together with you to build your individualized financial roadmap.

Having an experienced investment management team can help simplify the complexities and challenges of building for your future, regardless of whether that means five or 25 years from now. Using a management approach that keeps pace with our clients’ changing life cycles – career stages, periods of capital accumulation, pre-retirement and retirement – we will help you identify an array of investment opportunities to help you achieve your financial goals.

Why Work With Us?

Not having enough time invites a sense of urgency that can propel people to achieve their goals and aspire to great things. It is easy enough to say what we want, or even to concoct a plan to achieve it, but execution is the key.

To accomplish anything, you need a goal and a plan to get there.

This is where Mary and Nicholas can help you find and enjoy your “true financial north”.

Whether you are just starting out building a family or a career, or both; anticipating university expenses; or considering your retirement options, we can help you set critical financial goals. As your advisors, we will develop a personalized investment plan that reflects your priorities, helping you achieve the lifestyle you desire, both today and in the future.

We Will Be Your Financial Partner

What are your financial objectives, values and attitudes about investing? Before we start to work on building your plan, we need to get answers to these questions. We will discuss financial risk and determine the risk level you are most comfortable with.

We continue to build our practice on the foundation of strong relationships, and view ourselves as our clients’ partners in working towards financial health and well-being. In our discussions, we will answer any questions you have, and make sure you fully understand – and are comfortable with – every aspect of your plan.