Are you looking for a firm to handle your investments, while providing personalized services such as estate planning, retirement planning or wealth management? Is it important to you that your financial services firm has an estate planning attorney or other attorney on staff with expertise in asset protection? Do you want a firm that has earned the trust and endorsements of well-known members of the community?
Graham Capital Advisors is a financial planning firm that will provide you all the above and more. We have an estate planning attorney and others on our legal staff who oversee asset protection and other legal related issues. Under the direction of company founder David Graham, our team of certified financial planners develop and implement estate planning, retirement planning, wealth management and private funds fund investment strategies designed to meet the individual needs and goals of each of our clients.
We are the investment firm that is trusted and endorsed by Wade Boggs, Jack Harris and other local celebrities. David Graham is one of only nine Master Certified Estate Planners in the state of Florida and proud to have been selected as a Top of the Table qualifier by the international financial industry charitable Million Dollar Round Table Foundation. David and other staff are members of many community and financial industry organizations such as the following:
The evaluations provided by our estate planning attorney and other legal staff members to our clients in Tampa, St. Petersburg, Clearwater, Brandon, Sarasota and the surrounding cities ensure the integrity of your legal documents – just one of our valuable asset protection services. Contact us today to take advantage of a complimentary comprehensive financial planning consultation at Graham Capital Advisors.