Steven Porter at Raymond James

About Us

With more than 18 years of experience in financial planning and investment management, Steven has the accumulated knowledge and perspective to help you with your financial goals. Steven understands the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and your risk tolerance. Steven will be with you every step of the way, offering sound advice and customized financial strategies designed specifically for you.

Steven endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk and the performance of your investments.

Based on what he learns about you and your goals and an analysis of the current financial markets, Steven designs a customized investment strategy based on your needs. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, Steven puts it into action and seeks opportunities to adapt to life changes and new goals.